|
1
|
Everett Harris & Co
Los Angeles,
California
|
$17.1M
|
+$3.08M
|
+70,000
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.56M
|
+$241K
|
+5,468
|
+5%
|
|
|
3
|
|
$4.02M
|
+$76.6K
|
+1,739
|
+2%
|
|
|
4
|
Cambridge Trust
Cambridge,
Massachusetts
|
$3.13M
|
-$19K
|
-432
|
-0.6%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$1.76M
|
+$36.1K
|
+820
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.62M
|
+$43.3K
|
+984
|
+3%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$1.39M
|
+$27.3K
|
+620
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
+$12.4K
|
+281
|
+0.9%
|
|
|
9
|
|
$1.33M
|
+$1.32M
|
+29,861
|
New
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$1.27M
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
+$320K
|
+7,254
|
+41%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$817K
|
+$12.6K
|
+285
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$801K
|
+$10K
|
+227
|
+1%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$743K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$733K
|
+$28.9K
|
+656
|
+4%
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$588K
|
+$303K
|
+6,888
|
+110%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$580K
|
+$573K
|
+13,005
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$498K
|
+$3.96K
|
+90
|
+0.8%
|
|
|
19
|
Brouwer & Janachowski
Mill Valley,
California
|
$481K
|
–
|
–
|
–
|
|
|
20
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$446K
|
–
|
–
|
–
|
|
|
21
|
Willow Creek Wealth Management
Sebastopol,
California
|
$411K
|
+$2.73K
|
+62
|
+0.7%
|
|
|
22
|
|
$380K
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$344K
|
-$18.1K
|
-411
|
-5%
|
|
|
24
|
LexAurum Advisors
Overland Park,
Kansas
|
$300K
|
–
|
–
|
–
|
|
|
25
|
HSBC Holdings
London,
United Kingdom
|
$275K
|
–
|
–
|
–
|
|
