|
1
|
Bank of America
Charlotte,
North Carolina
|
$4M
|
+$165K
|
+5,708
|
+4%
|
|
|
2
|
Everett Harris & Co
Los Angeles,
California
|
$2.46M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$979K
|
+$525K
|
+18,139
|
+115%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$974K
|
-$80.2K
|
-2,770
|
-8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$904K
|
-$98.5K
|
-3,401
|
-10%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$845K
|
-$365K
|
-12,603
|
-30%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$839K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$652K
|
+$642K
|
+22,177
|
New
|
|
|
9
|
Brown Advisory
Baltimore,
Maryland
|
$613K
|
–
|
–
|
–
|
|
|
10
|
|
$523K
|
-$64.7K
|
-2,234
|
-11%
|
|
|
11
|
|
$494K
|
-$57.8K
|
-1,998
|
-11%
|
|
|
12
|
BOK Financial
Tulsa,
Oklahoma
|
$462K
|
–
|
–
|
–
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$460K
|
-$185K
|
-6,400
|
-29%
|
|
|
14
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$378K
|
-$154K
|
-5,325
|
-29%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$339K
|
+$91.2K
|
+3,151
|
+38%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$332K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$328K
|
+$7.5K
|
+259
|
+2%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$312K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$305K
|
+$5.41K
|
+187
|
+2%
|
|
|
20
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$294K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Trust
Cambridge,
Massachusetts
|
$274K
|
+$33.2K
|
+1,146
|
+14%
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$272K
|
-$2.9K
|
-100
|
-1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$229K
|
–
|
–
|
–
|
|
|
24
|
|
$140K
|
+$9.7K
|
+335
|
+8%
|
|
|
25
|
WhitTier Trust Company
Reno,
Nevada
|
$85K
|
–
|
–
|
–
|
|
