|
1
|
Everett Harris & Co
Los Angeles,
California
|
$11.8M
|
+$2.62M
|
+60,000
|
+28%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.9M
|
+$333K
|
+7,634
|
+6%
|
|
|
3
|
|
$2.91M
|
+$1.22M
|
+27,885
|
+70%
|
|
|
4
|
Cambridge Trust
Cambridge,
Massachusetts
|
$1.97M
|
+$315K
|
+7,216
|
+19%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$1.46M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.23M
|
+$15.1K
|
+346
|
+1%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
-$544K
|
-12,450
|
-31%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$7.69K
|
+176
|
+0.7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$859K
|
+$74.9K
|
+1,715
|
+9%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$800K
|
+$814K
|
+18,629
|
New
|
|
|
12
|
|
$767K
|
+$780K
|
+17,855
|
New
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$715K
|
+$8.73K
|
+200
|
+1%
|
|
|
14
|
BOK Financial
Tulsa,
Oklahoma
|
$674K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$654K
|
+$158K
|
+3,610
|
+31%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$650K
|
+$3.84K
|
+88
|
+0.6%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$457K
|
+$21.8K
|
+499
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$438K
|
+$76.2K
|
+1,745
|
+21%
|
|
|
19
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$429K
|
–
|
–
|
–
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$404K
|
+$411K
|
+9,415
|
New
|
|
|
21
|
|
$374K
|
–
|
–
|
–
|
|
|
22
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$319K
|
–
|
–
|
–
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$295K
|
-$17.3K
|
-395
|
-5%
|
|
|
24
|
LexAurum Advisors
Overland Park,
Kansas
|
$292K
|
+$5.9K
|
+135
|
+2%
|
|
|
25
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$281K
|
+$11K
|
+251
|
+4%
|
|
