|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.03M
|
-$211K
|
-13,348
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.91M
|
-$138K
|
-8,705
|
-2%
|
|
|
3
|
|
$5.82M
|
+$81.4K
|
+5,146
|
+1%
|
|
|
4
|
Lehman Financial Resources
Media,
Pennsylvania
|
$3.56M
|
-$31.4K
|
-1,986
|
-0.9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.1M
|
+$875K
|
+55,345
|
+39%
|
|
|
6
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.86M
|
+$23.7K
|
+1,500
|
+1%
|
|
|
7
|
NWAM LLC
Mercer Island,
Washington
|
$1.62M
|
–
|
–
|
–
|
|
|
8
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$1.05M
|
+$53.4K
|
+3,378
|
+5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1M
|
-$633K
|
-40,026
|
-39%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$873K
|
-$26K
|
-1,642
|
-3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$696K
|
+$25.4K
|
+1,605
|
+4%
|
|
|
12
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$676K
|
+$3.7K
|
+234
|
+0.5%
|
|
|
13
|
VanEck Associates
New York
|
$537K
|
+$78.6K
|
+4,972
|
+17%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$469K
|
+$22.8K
|
+1,444
|
+5%
|
|
|
15
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$446K
|
+$17.4K
|
+1,100
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$362K
|
-$525K
|
-33,181
|
-59%
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
$312K
|
–
|
–
|
–
|
|
|
18
|
Edge Wealth Management
New York
|
$310K
|
+$175K
|
+11,090
|
+129%
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$294K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$281K
|
+$123K
|
+7,776
|
+78%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$271K
|
–
|
–
|
–
|
|
|
22
|
Evercore Wealth Management
New York
|
$217K
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$199K
|
+$16.6K
|
+1,050
|
+9%
|
|
|
24
|
CIBC Bank USA
Chicago,
Illinois
|
$197K
|
+$1.65K
|
+104
|
+0.8%
|
|
|
25
|
Bank of New York Mellon
New York
|
$190K
|
+$190K
|
+12,042
|
New
|
|
