|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.63M
|
+$152K
|
+9,425
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.12M
|
+$512K
|
+31,729
|
+11%
|
|
|
3
|
|
$5.08M
|
+$98.4K
|
+6,101
|
+2%
|
|
|
4
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.42M
|
-$22.7K
|
-1,409
|
-0.5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
+$1.04M
|
+64,199
|
+105%
|
|
|
6
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.99M
|
+$32.3K
|
+2,000
|
+2%
|
|
|
7
|
NWAM LLC
Mercer Island,
Washington
|
$1.85M
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.39M
|
+$14.4K
|
+892
|
+1%
|
|
|
9
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.3M
|
+$1.29M
|
+79,776
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$943K
|
-$828K
|
-51,326
|
-47%
|
|
|
11
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$692K
|
+$686K
|
+42,510
|
New
|
|
|
12
|
VanEck Associates
New York
|
$664K
|
+$102K
|
+6,337
|
+18%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$652K
|
+$30.6K
|
+1,900
|
+5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$641K
|
+$38.7K
|
+2,401
|
+7%
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$539K
|
+$129K
|
+7,991
|
+32%
|
|
|
16
|
Curi RMB Capital
Chicago,
Illinois
|
$467K
|
+$461K
|
+28,573
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$450K
|
+$822
|
+51
|
+0.2%
|
|
|
18
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$415K
|
+$424K
|
+26,320
|
New
|
|
|
19
|
Smith, Moore & Co
Clayton,
Missouri
|
$323K
|
–
|
–
|
–
|
|
|
20
|
Concert Wealth Management
San Jose,
California
|
$305K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Trust
Cambridge,
Massachusetts
|
$302K
|
-$8.06K
|
-500
|
-3%
|
|
|
22
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$268K
|
+$264K
|
+16,400
|
New
|
|
|
23
|
Evercore Wealth Management
New York
|
$225K
|
–
|
–
|
–
|
|
|
24
|
CIBC Bank USA
Chicago,
Illinois
|
$197K
|
+$1.61K
|
+100
|
+0.8%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$191K
|
-$2.18K
|
-135
|
-1%
|
|
