|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.62M
|
+$2.65M
|
+103,544
|
New
|
|
|
2
|
|
$1.78M
|
+$1.8M
|
+70,350
|
New
|
|
|
3
|
Bank of New York Mellon
New York
|
$1.41M
|
+$1.43M
|
+55,782
|
New
|
|
|
4
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$1.22M
|
+$1.23M
|
+48,000
|
New
|
|
|
5
|
|
$887K
|
+$896K
|
+35,025
|
New
|
|
|
6
|
1919 Investment Counsel
Baltimore,
Maryland
|
$880K
|
+$889K
|
+34,750
|
New
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$756K
|
+$765K
|
+29,875
|
New
|
|
|
8
|
|
$557K
|
+$563K
|
+21,995
|
New
|
|
|
9
|
Highmount Capital
New York
|
$528K
|
+$534K
|
+20,850
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$521K
|
+$527K
|
+20,575
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$514K
|
+$519K
|
+20,286
|
New
|
|
|
12
|
BOK Financial
Tulsa,
Oklahoma
|
$398K
|
+$402K
|
+15,700
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$356K
|
+$360K
|
+14,054
|
New
|
|
|
14
|
Long Wharf Investors
Boston,
Massachusetts
|
$346K
|
+$350K
|
+13,670
|
New
|
|
|
15
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$290K
|
+$294K
|
+11,490
|
New
|
|
|
16
|
Commerce Bank
Kansas City,
Missouri
|
$284K
|
+$287K
|
+11,195
|
New
|
|
|
17
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$253K
|
+$256K
|
+10,000
|
New
|
|
|
18
|
Braver Wealth Management
Needham,
Massachusetts
|
$207K
|
+$209K
|
+8,168
|
New
|
|
|
19
|
|
$140K
|
+$141K
|
+5,520
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$105K
|
+$106K
|
+4,139
|
New
|
|
|
21
|
BlackRock Investment Management
Wilmington,
Delaware
|
$53K
|
+$53.4K
|
+2,087
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47K
|
+$47.6K
|
+1,860
|
New
|
|
|
23
|
Cazenove Capital Management
London,
United Kingdom
|
$25.3K
|
+$25.6K
|
+1,000
|
New
|
|
|
24
|
WhitTier Trust Company
Reno,
Nevada
|
$23K
|
+$23K
|
+900
|
New
|
|
|
25
|
Partnervest Advisory Services
Santa Barbara,
California
|
$23K
|
+$23.2K
|
+906
|
New
|
|
