|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
$27M
|
+$4.73M
|
+189,441
|
+21%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.31M
|
-$644K
|
-25,766
|
-13%
|
|
|
3
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$3.58M
|
+$760K
|
+30,400
|
+27%
|
|
|
4
|
|
$3.31M
|
-$280K
|
-11,201
|
-8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.27M
|
+$2.92M
|
+117,030
|
+808%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.15M
|
+$62.5K
|
+2,503
|
+2%
|
|
|
7
|
|
$2.84M
|
-$25K
|
-1,000
|
-0.9%
|
|
|
8
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.07M
|
-$179K
|
-7,176
|
-14%
|
|
|
9
|
|
$476K
|
+$394K
|
+15,755
|
+466%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$226K
|
+$25
|
+1
|
+0%
|
|
|
11
|
|
$223K
|
-$687K
|
-27,493
|
-75%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$205K
|
-$131K
|
-5,240
|
-39%
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$49K
|
+$375
|
+15
|
+0.8%
|
|
|
14
|
Washington Trust Bank
Spokane,
Washington
|
$39K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$22K
|
+$22.5K
|
+900
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$19K
|
+$18.7K
|
+750
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$8K
|
+$7.82K
|
+313
|
New
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$2K
|
+$2.5K
|
+100
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2K
|
+$2.5K
|
+100
|
New
|
|
|
21
|
Bluefin Capital Management
New York
|
–
|
-$1.2M
|
-47,083
|
Closed
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$583K
|
-23,662
|
Closed
|
|
