|
1
|
Everett Harris & Co
Los Angeles,
California
|
$14.3M
|
+$464K
|
+10,550
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.44M
|
+$123K
|
+2,798
|
+2%
|
|
|
3
|
|
$4.03M
|
-$235K
|
-5,353
|
-6%
|
|
|
4
|
Cambridge Trust
Cambridge,
Massachusetts
|
$3.22M
|
+$80.4K
|
+1,828
|
+3%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$1.76M
|
+$61.6K
|
+1,400
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.61M
|
-$22.6K
|
-515
|
-1%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$1.39M
|
+$142K
|
+3,225
|
+12%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
+$45.8K
|
+1,041
|
+4%
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$821K
|
-$30.8K
|
-701
|
-4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$808K
|
+$66.6K
|
+1,514
|
+9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$799K
|
+$408K
|
+9,277
|
+112%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$759K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$719K
|
-$70.7K
|
-1,609
|
-9%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$504K
|
-$11.2K
|
-255
|
-2%
|
|
|
16
|
Brouwer & Janachowski
Mill Valley,
California
|
$491K
|
–
|
–
|
–
|
|
|
17
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$456K
|
–
|
–
|
–
|
|
|
18
|
Willow Creek Wealth Management
Sebastopol,
California
|
$418K
|
-$4.92K
|
-112
|
-1%
|
|
|
19
|
|
$388K
|
-$2.2K
|
-50
|
-0.6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$370K
|
+$14.3K
|
+325
|
+4%
|
|
|
21
|
LexAurum Advisors
Overland Park,
Kansas
|
$307K
|
–
|
–
|
–
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$286K
|
+$276K
|
+6,282
|
New
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$281K
|
–
|
–
|
–
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$249K
|
–
|
–
|
–
|
|
|
25
|
Commerce Bank
Kansas City,
Missouri
|
$227K
|
–
|
–
|
–
|
|
