|
1
|
Everett Harris & Co
Los Angeles,
California
|
$25.7M
|
+$9.17M
|
+196,150
|
+40%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.2M
|
+$603K
|
+12,906
|
+10%
|
|
|
3
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$3.95M
|
+$4.91M
|
+105,050
|
New
|
|
|
4
|
Cambridge Trust
Cambridge,
Massachusetts
|
$3.37M
|
+$604K
|
+12,911
|
+17%
|
|
|
5
|
|
$2.76M
|
+$22K
|
+471
|
+0.6%
|
|
|
6
|
KCM Investment Advisors
Greenbrae,
California
|
$2.33M
|
+$1.89M
|
+40,397
|
+188%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.7M
|
+$73.4K
|
+1,570
|
+4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.26M
|
+$113K
|
+2,407
|
+8%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.25M
|
-$2.9K
|
-62
|
-0.2%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.19M
|
+$368K
|
+7,877
|
+33%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
+$84.9K
|
+1,816
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$991K
|
-$480K
|
-10,265
|
-28%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$865K
|
+$266K
|
+5,692
|
+33%
|
|
|
15
|
|
$772K
|
-$737K
|
-15,757
|
-43%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$726K
|
+$26.3K
|
+562
|
+3%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$627K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$476K
|
-$287K
|
-6,140
|
-33%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$426K
|
-$30.4K
|
-651
|
-5%
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
$406K
|
–
|
–
|
–
|
|
|
21
|
Wealthsimple US
Brooklyn,
New York
|
$400K
|
-$4.16M
|
-89,072
|
-89%
|
|
|
22
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$376K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$336K
|
+$417K
|
+8,920
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$332K
|
+$58.2K
|
+1,245
|
+16%
|
|
|
25
|
|
$320K
|
–
|
–
|
–
|
|
