|
1
|
|
$39.6M
|
-$4.98M
|
-126,373
|
-11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.8M
|
+$5.49M
|
+139,327
|
+21%
|
|
|
3
|
|
$22.1M
|
+$2.14M
|
+54,205
|
+11%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.1M
|
+$2.35M
|
+59,593
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
+$1.33M
|
+33,693
|
+9%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$14.4M
|
+$707K
|
+17,920
|
+5%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.06M
|
+$34K
|
+862
|
+0.4%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.76M
|
+$7.59M
|
+192,569
|
New
|
|
|
9
|
Corda Investment Management
Houston,
Texas
|
$6.16M
|
+$6.02M
|
+152,745
|
New
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$5.16M
|
-$3.82M
|
-96,775
|
-43%
|
|
|
11
|
|
$3.21M
|
-$257K
|
-6,505
|
-8%
|
|
|
12
|
Barclays
London,
United Kingdom
|
$3.06M
|
+$371K
|
+9,420
|
+14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.24M
|
+$346K
|
+8,776
|
+20%
|
|
|
14
|
Guild Investment Management
Los Angeles,
California
|
$2M
|
+$1.96M
|
+49,620
|
New
|
|
|
15
|
Roundview Capital
Princeton,
New Jersey
|
$1.72M
|
-$158K
|
-4,000
|
-9%
|
|
|
16
|
|
$1.37M
|
+$248K
|
+6,301
|
+23%
|
|
|
17
|
|
$1.36M
|
-$33K
|
-837
|
-2%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
$1.31M
|
+$1.28M
|
+32,450
|
New
|
|
|
19
|
Strategic Capital Group
Gig Harbor,
Washington
|
$1.3M
|
+$117K
|
+2,979
|
+10%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.16M
|
+$106K
|
+2,681
|
+10%
|
|
|
21
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$885K
|
-$1.4M
|
-35,545
|
-62%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$808K
|
-$15.3K
|
-387
|
-2%
|
|
|
23
|
Nuveen
Charlotte,
North Carolina
|
$806K
|
–
|
–
|
–
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$790K
|
-$110K
|
-2,780
|
-12%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$747K
|
-$408K
|
-10,353
|
-36%
|
|
