|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.06M
|
-$214K
|
-11,974
|
-9%
|
|
|
2
|
|
$1.44M
|
+$143
|
+8
|
+0%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$947K
|
-$179K
|
-10,000
|
-16%
|
|
|
4
|
|
$902K
|
–
|
–
|
–
|
|
|
5
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$733K
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$534K
|
+$143K
|
+8,031
|
+37%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$525K
|
-$35.7K
|
-2,000
|
-6%
|
|
|
8
|
Suntrust Banks
Atlanta,
Georgia
|
$504K
|
–
|
–
|
–
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$467K
|
-$1.34K
|
-75
|
-0.3%
|
|
|
10
|
Chicago Trust
Grayslake,
Illinois
|
$466K
|
–
|
–
|
–
|
|
|
11
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$336K
|
–
|
–
|
–
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$314K
|
–
|
–
|
–
|
|
|
13
|
American Asset Management
Boca Raton,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$278K
|
+$518
|
+29
|
+0.2%
|
|
|
15
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$235K
|
–
|
–
|
–
|
|
|
16
|
Cowen Prime Advisors
New York
|
$233K
|
–
|
–
|
–
|
|
|
17
|
Edge Wealth Management
New York
|
$233K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$228K
|
+$230K
|
+12,904
|
New
|
|
|
19
|
Acadian Asset Management
Boston,
Massachusetts
|
$216K
|
+$92.7K
|
+5,189
|
+77%
|
|
|
20
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$190K
|
-$29.8K
|
-1,667
|
-14%
|
|
|
21
|
Williams Jones & Associates
New York
|
$183K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160K
|
+$154K
|
+8,603
|
+3,387%
|
|
|
23
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$155K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$105K
|
-$38.6K
|
-2,163
|
-27%
|
|
|
25
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$103K
|
–
|
–
|
–
|
|
