|
1
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
-$1M
|
-30,984
|
-6%
|
|
|
2
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$16.8M
|
-$573K
|
-17,674
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$261K
|
+8,056
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.91M
|
-$79.5K
|
-2,452
|
-1%
|
|
|
5
|
|
$7.54M
|
-$2.51M
|
-77,378
|
-26%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.42M
|
-$71K
|
-2,190
|
-1%
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$3.59M
|
-$485K
|
-14,968
|
-12%
|
|
|
8
|
|
$3.23M
|
+$1.82M
|
+56,048
|
+140%
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$2.97M
|
–
|
–
|
–
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$2.46M
|
+$73.6K
|
+2,270
|
+3%
|
|
|
11
|
Bank of New York Mellon
New York
|
$2.3M
|
+$1.16M
|
+35,646
|
+108%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.13M
|
+$29.1K
|
+898
|
+1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
+$76.1K
|
+2,346
|
+4%
|
|
|
14
|
Concert Wealth Management
San Jose,
California
|
$1.53M
|
+$130
|
+4
|
+0%
|
|
|
15
|
GW & Wade
Wellesley,
Massachusetts
|
$1.23M
|
-$106K
|
-3,258
|
-8%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$915K
|
+$195K
|
+6,000
|
+28%
|
|
|
17
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$821K
|
+$425K
|
+13,106
|
+115%
|
|
|
18
|
F&V Capital Management
Boca Raton,
Florida
|
$726K
|
+$284K
|
+8,770
|
+44%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$662K
|
+$56.4K
|
+1,738
|
+10%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$561K
|
+$12K
|
+370
|
+2%
|
|
|
21
|
Cobiz Wealth
Denver,
Colorado
|
$455K
|
+$4.74K
|
+146
|
+1%
|
|
|
22
|
|
$447K
|
+$432K
|
+13,330
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$431K
|
+$714
|
+22
|
+0.2%
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$285K
|
-$19.5K
|
-600
|
-7%
|
|
|
25
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
