|
1
|
|
$2.47M
|
-$109K
|
-7,922
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.39M
|
+$51.7K
|
+3,756
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.59M
|
-$1.86M
|
-134,933
|
-55%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.59M
|
+$35K
|
+2,544
|
+2%
|
|
|
5
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.54M
|
+$26.3K
|
+1,912
|
+2%
|
|
|
6
|
|
$1.17M
|
+$109K
|
+7,884
|
+11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$806K
|
+$76.6K
|
+5,564
|
+11%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$765K
|
-$6.63K
|
-481
|
-0.9%
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$576K
|
-$1.46M
|
-105,784
|
-73%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$516K
|
+$661
|
+48
|
+0.1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$473K
|
+$446K
|
+32,355
|
New
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$310K
|
+$292K
|
+21,200
|
New
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$261K
|
+$6.2K
|
+450
|
+3%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$257K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$247K
|
-$34.5K
|
-2,502
|
-13%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$210K
|
+$197K
|
+14,305
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$197K
|
-$2.01K
|
-146
|
-1%
|
|
|
18
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$185K
|
+$2.04K
|
+148
|
+1%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$170K
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$163K
|
+$1.19K
|
+86
|
+0.8%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$146K
|
–
|
–
|
–
|
|
|
22
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$146K
|
+$138K
|
+10,000
|
New
|
|
|
23
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$137K
|
–
|
–
|
–
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$60K
|
-$689
|
-50
|
-1%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$56K
|
–
|
–
|
–
|
|
