|
1
|
Everett Harris & Co
Los Angeles,
California
|
$9.7M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.92M
|
-$244K
|
-6,223
|
-4%
|
|
|
3
|
|
$4.15M
|
+$530K
|
+13,513
|
+14%
|
|
|
4
|
|
$2.73M
|
-$2.37M
|
-60,380
|
-45%
|
|
|
5
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.2M
|
+$235K
|
+5,984
|
+11%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$1.29M
|
+$15.7K
|
+400
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.25M
|
-$101K
|
-2,566
|
-7%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.14M
|
+$512K
|
+13,065
|
+73%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
+$22.1K
|
+564
|
+2%
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$805K
|
+$157K
|
+4,008
|
+22%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$747K
|
+$1.84K
|
+47
|
+0.2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$626K
|
-$79K
|
-2,014
|
-11%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$613K
|
–
|
–
|
–
|
|
|
15
|
BOK Financial
Tulsa,
Oklahoma
|
$578K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$577K
|
+$7.25K
|
+185
|
+1%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$416K
|
+$11.9K
|
+304
|
+3%
|
|
|
18
|
Brouwer & Janachowski
Mill Valley,
California
|
$396K
|
–
|
–
|
–
|
|
|
19
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$368K
|
–
|
–
|
–
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$341K
|
–
|
–
|
–
|
|
|
21
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$276K
|
–
|
–
|
–
|
|
|
22
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$255K
|
-$52.5K
|
-1,340
|
-16%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$255K
|
+$271K
|
+6,921
|
New
|
|
|
24
|
LexAurum Advisors
Overland Park,
Kansas
|
$245K
|
-$3.92K
|
-100
|
-1%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$236K
|
+$252K
|
+6,416
|
New
|
|
