|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
+$2.1M
|
+127,562
|
+26%
|
|
|
2
|
|
$5.46M
|
-$221K
|
-13,412
|
-4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.79M
|
+$1.39M
|
+84,506
|
+41%
|
|
|
4
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.73M
|
+$155K
|
+9,410
|
+3%
|
|
|
5
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.71M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.22M
|
+$14.7K
|
+891
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.2M
|
+$6.95K
|
+422
|
+0.6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$998K
|
-$13.4K
|
-817
|
-1%
|
|
|
9
|
NWAM LLC
Mercer Island,
Washington
|
$832K
|
+$82.3K
|
+5,000
|
+11%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$441K
|
+$675
|
+41
|
+0.2%
|
|
|
11
|
First Horizon Advisors
Memphis,
Tennessee
|
$380K
|
+$56.3K
|
+3,422
|
+17%
|
|
|
12
|
Cambridge Trust
Cambridge,
Massachusetts
|
$364K
|
–
|
–
|
–
|
|
|
13
|
Smith, Moore & Co
Clayton,
Missouri
|
$327K
|
–
|
–
|
–
|
|
|
14
|
Concert Wealth Management
San Jose,
California
|
$310K
|
–
|
–
|
–
|
|
|
15
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$303K
|
-$32.9K
|
-2,000
|
-10%
|
|
|
16
|
VanEck Associates
New York
|
$260K
|
+$29.2K
|
+1,772
|
+13%
|
|
|
17
|
Evercore Wealth Management
New York
|
$228K
|
+$227K
|
+13,779
|
New
|
|
|
18
|
CIBC Bank USA
Chicago,
Illinois
|
$195K
|
–
|
–
|
–
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$57K
|
–
|
–
|
–
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$55K
|
+$55.4K
|
+3,367
|
New
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$51K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
-$138K
|
-8,408
|
-75%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$25K
|
+$24.7K
|
+1,500
|
New
|
|
|
25
|
Thompson Davis & Co
Richmond,
Virginia
|
$17K
|
+$99
|
+6
|
+0.6%
|
|
