|
1
|
Wells Fargo
San Francisco,
California
|
$3.21M
|
+$1.47M
|
+111,572
|
+84%
|
|
|
2
|
|
$2.32M
|
-$146K
|
-11,088
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.1M
|
+$235K
|
+17,775
|
+13%
|
|
|
4
|
First Allied Advisory Services
San Diego,
California
|
$1.9M
|
-$88.6K
|
-6,707
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.39M
|
+$498K
|
+37,706
|
+55%
|
|
|
6
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.36M
|
–
|
–
|
–
|
|
|
7
|
|
$943K
|
+$8.39K
|
+635
|
+0.9%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$695K
|
-$16.3K
|
-1,236
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$651K
|
+$10.2K
|
+776
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$462K
|
-$11.2K
|
-848
|
-2%
|
|
|
11
|
|
$355K
|
+$357K
|
+27,013
|
New
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$255K
|
-$40.8K
|
-3,091
|
-14%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$231K
|
–
|
–
|
–
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$229K
|
+$14K
|
+1,058
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178K
|
+$26.1K
|
+1,976
|
+17%
|
|
|
16
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$164K
|
-$3.3K
|
-250
|
-2%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$153K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$146K
|
-$1.36K
|
-103
|
-0.9%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$131K
|
–
|
–
|
–
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$122K
|
–
|
–
|
–
|
|
|
21
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$54K
|
–
|
–
|
–
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$50K
|
+$17.6K
|
+1,329
|
+53%
|
|
|
23
|
Cribstone Capital Management
Augusta,
Maine
|
$47K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$28K
|
–
|
–
|
–
|
|
