|
1
|
Retirement Capital Strategies
San Jose,
California
|
$8.32M
|
+$7.78M
|
+136,260
|
New
|
|
|
2
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$6.3M
|
+$5.89M
|
+103,163
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.37M
|
+$3.3M
|
+57,755
|
+192%
|
|
|
4
|
|
$4.18M
|
+$3.65M
|
+63,961
|
+1,406%
|
|
|
5
|
Brown Advisory
Baltimore,
Maryland
|
$2.02M
|
+$208K
|
+3,640
|
+12%
|
|
|
6
|
|
$1.63M
|
+$1.53M
|
+26,703
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$744K
|
+$44.6K
|
+780
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$681K
|
+$294K
|
+5,155
|
+86%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$512K
|
+$148K
|
+2,594
|
+45%
|
|
|
10
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$484K
|
-$6.51K
|
-114
|
-1%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$458K
|
+$52.6K
|
+921
|
+14%
|
|
|
12
|
Synovus Financial
Columbus,
Georgia
|
$446K
|
+$1.2K
|
+21
|
+0.3%
|
|
|
13
|
SOL Capital Management
Rockville,
Maryland
|
$421K
|
–
|
–
|
–
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$416K
|
-$455K
|
-7,970
|
-54%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$414K
|
-$847K
|
-14,833
|
-69%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$303K
|
+$283K
|
+4,958
|
New
|
|
|
17
|
Venture Visionary Partners
Sylvania,
Ohio
|
$262K
|
–
|
–
|
–
|
|
|
18
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$246K
|
-$62.9K
|
-1,102
|
-21%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$241K
|
+$226K
|
+3,950
|
New
|
|
|
20
|
Maryland Capital Management
Towson,
Maryland
|
$232K
|
+$217K
|
+3,800
|
New
|
|
|
21
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$136K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$116K
|
+$109K
|
+1,907
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$41K
|
–
|
–
|
–
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$20K
|
+$18.8K
|
+329
|
New
|
|
|
25
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$17K
|
+$15.9K
|
+279
|
New
|
|
