|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$1.19M
|
+54,472
|
+8%
|
|
|
2
|
|
$10.4M
|
-$6.11M
|
-280,482
|
-37%
|
|
|
3
|
International Assets Investment Management
Orlando,
Florida
|
$6.48M
|
+$26.8K
|
+1,232
|
+0.9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.25M
|
-$5.67M
|
-260,080
|
-47%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.92M
|
-$1.03M
|
-47,055
|
-15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.73M
|
-$3.19M
|
-146,417
|
-35%
|
|
|
7
|
Harvey Capital Management
Palm Beach,
Florida
|
$4.62M
|
–
|
–
|
–
|
|
|
8
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$3.92M
|
+$215K
|
+9,855
|
+6%
|
|
|
9
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$3.8M
|
-$36.3K
|
-1,667
|
-0.9%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.67M
|
+$1.46M
|
+67,196
|
+65%
|
|
|
11
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$3.58M
|
+$2.25M
|
+103,167
|
+164%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$2.47M
|
+$390K
|
+17,910
|
+18%
|
|
|
13
|
|
$2.12M
|
+$231K
|
+10,589
|
+12%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.03M
|
-$482K
|
-22,115
|
-19%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.8M
|
+$724K
|
+33,234
|
+66%
|
|
|
16
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.76M
|
-$14.9K
|
-684
|
-0.8%
|
|
|
17
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$1.72M
|
+$1.44M
|
+66,025
|
+480%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.66M
|
+$257K
|
+11,810
|
+18%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
+$105K
|
+4,800
|
+8%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.33M
|
+$411K
|
+18,881
|
+44%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.32M
|
+$53.5K
|
+2,456
|
+4%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.2M
|
-$246K
|
-11,285
|
-17%
|
|
|
23
|
Private Wealth Advisors (California)
Fresno,
California
|
$907K
|
+$238K
|
+10,924
|
+35%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$859K
|
+$616K
|
+28,287
|
+243%
|
|
|
25
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$833K
|
–
|
–
|
–
|
|
