|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.98M
|
-$22K
|
-800
|
-0.8%
|
|
|
2
|
Bank of New York Mellon
New York
|
$2.74M
|
+$1.06M
|
+38,795
|
+70%
|
|
|
3
|
|
$1.89M
|
-$137K
|
-4,991
|
-7%
|
|
|
4
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$1.39M
|
–
|
–
|
–
|
|
|
5
|
1919 Investment Counsel
Baltimore,
Maryland
|
$1.01M
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$870K
|
+$260K
|
+9,477
|
+46%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$865K
|
–
|
–
|
–
|
|
|
8
|
|
$721K
|
-$278K
|
-10,118
|
-29%
|
|
|
9
|
Highmount Capital
New York
|
$604K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$580K
|
-$14.2K
|
-518
|
-3%
|
|
|
11
|
|
$556K
|
-$76.9K
|
-2,803
|
-13%
|
|
|
12
|
BOK Financial
Tulsa,
Oklahoma
|
$455K
|
–
|
–
|
–
|
|
|
13
|
Long Wharf Investors
Boston,
Massachusetts
|
$392K
|
-$4.12K
|
-150
|
-1%
|
|
|
14
|
Commerce Bank
Kansas City,
Missouri
|
$325K
|
–
|
–
|
–
|
|
|
15
|
|
$321K
|
+$304K
|
+11,086
|
New
|
|
|
16
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$290K
|
–
|
–
|
–
|
|
|
17
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$259K
|
-$70K
|
-2,550
|
-22%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$246K
|
+$182K
|
+6,634
|
+357%
|
|
|
19
|
Braver Wealth Management
Needham,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$202K
|
+$191K
|
+6,958
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$103K
|
-$15.6K
|
-570
|
-14%
|
|
|
22
|
Evercore Wealth Management
New York
|
$30K
|
+$5.08K
|
+185
|
+23%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$28K
|
+$11K
|
+400
|
+72%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
25
|
Trutina Financial
Bellevue,
Washington
|
$27K
|
+$25.7K
|
+935
|
New
|
|
