|
1
|
|
$93.1M
|
+$5.12M
|
+80,312
|
+6%
|
|
|
2
|
|
$48.7M
|
+$13.9M
|
+218,104
|
+41%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$41.4M
|
+$4.24M
|
+66,590
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.4M
|
+$974K
|
+15,290
|
+5%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$18.1M
|
+$884K
|
+13,867
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$2.91M
|
+45,632
|
+22%
|
|
|
7
|
Courier Capital
Buffalo,
New York
|
$11.3M
|
+$200K
|
+3,134
|
+2%
|
|
|
8
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$8.15M
|
-$840K
|
-13,174
|
-9%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.29M
|
–
|
–
|
–
|
|
|
10
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$7.08M
|
+$6.99M
|
+109,710
|
New
|
|
|
11
|
SG Americas Securities
New York
|
$5.79M
|
-$3.55M
|
-55,708
|
-38%
|
|
|
12
|
Banco Santander
Madrid,
Spain
|
$5.6M
|
+$8.09K
|
+127
|
+0.1%
|
|
|
13
|
Capital Management
Glen Allen,
Virginia
|
$5.22M
|
+$5.16M
|
+80,916
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.84M
|
+$685K
|
+10,741
|
+17%
|
|
|
15
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4.67M
|
+$7.97K
|
+125
|
+0.2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.22M
|
-$209K
|
-3,275
|
-5%
|
|
|
17
|
White Pine Investment Company
Livonia,
Michigan
|
$4.2M
|
+$14K
|
+220
|
+0.3%
|
|
|
18
|
Financial Partners Capital Management
New York
|
$3.92M
|
+$71.8K
|
+1,126
|
+2%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$3.87M
|
+$1.56M
|
+24,495
|
+69%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.78M
|
+$2.24M
|
+35,145
|
+150%
|
|
|
21
|
Cottage Street Advisors
Marion,
Massachusetts
|
$3.62M
|
+$351K
|
+5,500
|
+11%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.35M
|
+$96.4K
|
+1,512
|
+3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.32M
|
+$12.5K
|
+196
|
+0.4%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$3.14M
|
+$421K
|
+6,600
|
+16%
|
|
|
25
|
IMA Advisory Services
Denver,
Colorado
|
$3.13M
|
-$119K
|
-1,874
|
-4%
|
|
