|
1
|
Everett Harris & Co
Los Angeles,
California
|
$12.8M
|
+$1.63M
|
+40,000
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.91M
|
-$709K
|
-17,353
|
-13%
|
|
|
3
|
|
$3.95M
|
-$777K
|
-19,003
|
-17%
|
|
|
4
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.9M
|
+$366K
|
+8,952
|
+15%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$1.57M
|
+$84.4K
|
+2,065
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.51M
|
+$77.2K
|
+1,889
|
+6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$13.9K
|
+339
|
+1%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.15M
|
+$281K
|
+6,873
|
+34%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$789K
|
-$128K
|
-3,141
|
-14%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$733K
|
+$15.1K
|
+370
|
+2%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$702K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$683K
|
+$21.9K
|
+537
|
+3%
|
|
|
14
|
BOK Financial
Tulsa,
Oklahoma
|
$662K
|
–
|
–
|
–
|
|
|
15
|
|
$565K
|
-$2.49M
|
-60,914
|
-82%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$477K
|
–
|
–
|
–
|
|
|
17
|
Brouwer & Janachowski
Mill Valley,
California
|
$454K
|
–
|
–
|
–
|
|
|
18
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$438K
|
–
|
–
|
–
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$391K
|
–
|
–
|
–
|
|
|
20
|
|
$361K
|
+$350K
|
+8,561
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$348K
|
+$75.3K
|
+1,842
|
+29%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$329K
|
+$319K
|
+7,800
|
New
|
|
|
23
|
LexAurum Advisors
Overland Park,
Kansas
|
$284K
|
+$3.06K
|
+75
|
+1%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$260K
|
–
|
–
|
–
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$230K
|
-$20.4K
|
-500
|
-8%
|
|
