|
1
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.65M
|
–
|
–
|
–
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$521K
|
-$265K
|
-24,968
|
-34%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$506K
|
-$951K
|
-89,756
|
-66%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$482K
|
+$20.3K
|
+1,915
|
+5%
|
|
|
5
|
Aviance Capital Management
Sarasota,
Florida
|
$445K
|
+$33.9K
|
+3,198
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$436K
|
-$27.1K
|
-2,557
|
-6%
|
|
|
7
|
|
$336K
|
-$182K
|
-17,186
|
-36%
|
|
|
8
|
|
$323K
|
-$119K
|
-11,264
|
-27%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$322K
|
-$1.87M
|
-176,100
|
-86%
|
|
|
10
|
|
$283K
|
-$17K
|
-1,600
|
-6%
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$211K
|
+$15.9K
|
+1,500
|
+8%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$209K
|
–
|
–
|
–
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$199K
|
+$52.2K
|
+4,930
|
+37%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$143K
|
+$91K
|
+8,592
|
+187%
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$126K
|
–
|
–
|
–
|
|
|
16
|
Millie Capital Management
Walnut Creek,
California
|
$117K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$109K
|
-$102K
|
-9,630
|
-49%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58K
|
+$4.24K
|
+400
|
+8%
|
|
|
19
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$57K
|
+$57.2K
|
+5,400
|
New
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$24K
|
+$23.8K
|
+2,250
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
+$2.12K
|
+200
|
+17%
|
|
|
22
|
|
$9K
|
–
|
–
|
–
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
24
|
WFG Advisors
Dallas,
Texas
|
$6K
|
+$2.47K
|
+233
|
+84%
|
|
|
25
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6K
|
+$6.36K
|
+600
|
New
|
|
