|
1
|
Everett Harris & Co
Los Angeles,
California
|
$33.6M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.41M
|
+$555K
|
+12,554
|
+9%
|
|
|
3
|
Cambridge Trust
Cambridge,
Massachusetts
|
$5.2M
|
+$244K
|
+5,529
|
+6%
|
|
|
4
|
|
$3.92M
|
+$284K
|
+6,422
|
+9%
|
|
|
5
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$3.63M
|
-$1.38M
|
-31,300
|
-30%
|
|
|
6
|
KCM Investment Advisors
Greenbrae,
California
|
$3.56M
|
+$458K
|
+10,363
|
+17%
|
|
|
7
|
|
$2.92M
|
+$1.72M
|
+38,918
|
+190%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$2.33M
|
+$92.8K
|
+2,100
|
+5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.9M
|
+$223K
|
+5,058
|
+15%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.84M
|
+$259K
|
+5,857
|
+19%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.69M
|
+$264K
|
+5,970
|
+21%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$1.66M
|
+$28K
|
+633
|
+2%
|
|
|
13
|
Franklin Resources
San Mateo,
California
|
$1.55M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.35M
|
+$51.1K
|
+1,156
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.19M
|
+$50.1K
|
+1,133
|
+5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$900K
|
-$44.3K
|
-1,003
|
-5%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$819K
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$786K
|
+$338K
|
+7,657
|
+92%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$601K
|
-$19.5K
|
-441
|
-3%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$561K
|
+$3.8K
|
+86
|
+0.8%
|
|
|
21
|
Brouwer & Janachowski
Mill Valley,
California
|
$530K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$509K
|
+$67.6K
|
+1,531
|
+17%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$496K
|
+$51.3K
|
+1,161
|
+13%
|
|
|
24
|
|
$447K
|
+$25.2K
|
+570
|
+7%
|
|
|
25
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$434K
|
+$329K
|
+7,451
|
New
|
|
