|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.04M
|
+$736K
|
+24,472
|
+24%
|
|
|
2
|
Bank of New York Mellon
New York
|
$2.69M
|
-$298K
|
-9,923
|
-10%
|
|
|
3
|
|
$2.07M
|
-$8.3K
|
-276
|
-0.4%
|
|
|
4
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$1.52M
|
–
|
–
|
–
|
|
|
5
|
|
$1.35M
|
+$944K
|
+31,377
|
+283%
|
|
|
6
|
Noven Financial Group
Denver,
Colorado
|
$1.3M
|
+$1.23M
|
+40,784
|
New
|
|
|
7
|
1919 Investment Counsel
Baltimore,
Maryland
|
$1.1M
|
–
|
–
|
–
|
|
|
8
|
|
$1.01M
|
+$206K
|
+6,845
|
+27%
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$949K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$918K
|
-$34.4K
|
-1,145
|
-4%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$678K
|
+$642K
|
+21,350
|
New
|
|
|
12
|
Highmount Capital
New York
|
$662K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$649K
|
+$19.8K
|
+660
|
+3%
|
|
|
14
|
|
$646K
|
+$34K
|
+1,131
|
+6%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$562K
|
+$532K
|
+17,700
|
New
|
|
|
16
|
BOK Financial
Tulsa,
Oklahoma
|
$499K
|
–
|
–
|
–
|
|
|
17
|
Long Wharf Investors
Boston,
Massachusetts
|
$395K
|
-$32.7K
|
-1,087
|
-8%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$356K
|
–
|
–
|
–
|
|
|
19
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$318K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$316K
|
+$299K
|
+9,944
|
New
|
|
|
21
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
22
|
Braver Wealth Management
Needham,
Massachusetts
|
$243K
|
-$15.6K
|
-520
|
-6%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$221K
|
+$60
|
+2
|
+0%
|
|
|
24
|
Kingfisher Capital
Charlotte,
North Carolina
|
$213K
|
+$201K
|
+6,695
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$144K
|
-$119K
|
-3,953
|
-47%
|
|
