|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.24M
|
-$153K
|
-9,778
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.05M
|
+$1.22M
|
+77,962
|
+26%
|
|
|
3
|
|
$5.74M
|
+$634K
|
+40,593
|
+13%
|
|
|
4
|
Lehman Financial Resources
Media,
Pennsylvania
|
$3.61M
|
-$547K
|
-35,040
|
-13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.23M
|
+$764K
|
+48,958
|
+53%
|
|
|
6
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.82M
|
-$148K
|
-9,500
|
-8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.63M
|
+$200K
|
+12,842
|
+14%
|
|
|
8
|
NWAM LLC
Mercer Island,
Washington
|
$1.62M
|
–
|
–
|
–
|
|
|
9
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1M
|
-$23.7K
|
-1,520
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$899K
|
+$890K
|
+57,014
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$890K
|
+$362K
|
+23,171
|
+70%
|
|
|
12
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$685K
|
+$201K
|
+12,850
|
+42%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$670K
|
+$146K
|
+9,356
|
+28%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$636K
|
+$56.5K
|
+3,621
|
+10%
|
|
|
15
|
VanEck Associates
New York
|
$458K
|
+$16.2K
|
+1,035
|
+4%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$447K
|
+$63K
|
+4,035
|
+17%
|
|
|
17
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$428K
|
+$83.5K
|
+5,350
|
+25%
|
|
|
18
|
Smith, Moore & Co
Clayton,
Missouri
|
$312K
|
–
|
–
|
–
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$297K
|
–
|
–
|
–
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$271K
|
+$268K
|
+17,189
|
New
|
|
|
21
|
Evercore Wealth Management
New York
|
$217K
|
–
|
–
|
–
|
|
|
22
|
CIBC Bank USA
Chicago,
Illinois
|
$195K
|
+$1.06K
|
+68
|
+0.6%
|
|
|
23
|
ARS Investment Partners
New York
|
$189K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Trust
Cambridge,
Massachusetts
|
$187K
|
–
|
–
|
–
|
|
|
25
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$185K
|
–
|
–
|
–
|
|
