|
1
|
Everett Harris & Co
Los Angeles,
California
|
$11.5M
|
+$433K
|
+10,000
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.1M
|
+$4.32M
|
+99,718
|
+247%
|
|
|
3
|
|
$5.86M
|
+$3.86M
|
+89,227
|
+196%
|
|
|
4
|
|
$4.32M
|
+$559K
|
+12,920
|
+15%
|
|
|
5
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.34M
|
+$175K
|
+4,049
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.59M
|
+$89K
|
+2,055
|
+6%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.51M
|
–
|
–
|
–
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$398K
|
+9,185
|
+48%
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$918K
|
+$913K
|
+21,079
|
New
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$885K
|
+$94.1K
|
+2,172
|
+12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$828K
|
-$110K
|
-2,545
|
-12%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$777K
|
-$969K
|
-22,368
|
-56%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$777K
|
+$354K
|
+8,164
|
+84%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$725K
|
–
|
–
|
–
|
|
|
16
|
BOK Financial
Tulsa,
Oklahoma
|
$684K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$675K
|
-$467K
|
-10,795
|
-41%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$480K
|
-$33.6K
|
-777
|
-7%
|
|
|
19
|
Brouwer & Janachowski
Mill Valley,
California
|
$469K
|
–
|
–
|
–
|
|
|
20
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$435K
|
–
|
–
|
–
|
|
|
21
|
Willow Creek Wealth Management
Sebastopol,
California
|
$404K
|
-$3.68K
|
-85
|
-0.9%
|
|
|
22
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$357K
|
+$23.8K
|
+550
|
+7%
|
|
|
23
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$327K
|
–
|
–
|
–
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$305K
|
+$27.3K
|
+630
|
+10%
|
|
|
25
|
LexAurum Advisors
Overland Park,
Kansas
|
$294K
|
-$2.16K
|
-50
|
-0.7%
|
|
