|
1
|
Everett Harris & Co
Los Angeles,
California
|
$10.7M
|
-$954K
|
-22,000
|
-8%
|
|
|
2
|
|
$3.64M
|
+$803K
|
+18,530
|
+27%
|
|
|
3
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.09M
|
+$169K
|
+3,896
|
+9%
|
|
|
4
|
|
$1.92M
|
+$1.2M
|
+27,613
|
+155%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
-$4.21M
|
-97,036
|
-71%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.69M
|
+$1.08M
|
+24,983
|
+164%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.46M
|
+$37K
|
+853
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.45M
|
+$251K
|
+5,782
|
+20%
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$20.2K
|
+465
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$909K
|
+$68.3K
|
+1,576
|
+8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$804K
|
+$385K
|
+8,869
|
+87%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$766K
|
+$130K
|
+2,993
|
+20%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$702K
|
–
|
–
|
–
|
|
|
15
|
BOK Financial
Tulsa,
Oklahoma
|
$661K
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$497K
|
+$49.9K
|
+1,152
|
+11%
|
|
|
17
|
Brouwer & Janachowski
Mill Valley,
California
|
$454K
|
+$467K
|
+10,774
|
New
|
|
|
18
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$421K
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$412K
|
-$384K
|
-8,855
|
-48%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$394K
|
-$2.6K
|
-60
|
-0.6%
|
|
|
21
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$335K
|
+$61.8K
|
+1,425
|
+22%
|
|
|
22
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$316K
|
–
|
–
|
–
|
|
|
23
|
LexAurum Advisors
Overland Park,
Kansas
|
$286K
|
–
|
–
|
–
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$268K
|
-$21.2K
|
-490
|
-7%
|
|
|
25
|
HSBC Holdings
London,
United Kingdom
|
$259K
|
+$19.9K
|
+458
|
+8%
|
|
