|
1
|
|
$25.1M
|
+$25.6M
|
+1,224,640
|
New
|
|
|
2
|
|
$6.79M
|
+$6.93M
|
+331,639
|
New
|
|
|
3
|
|
$4.06M
|
+$4.14M
|
+198,268
|
New
|
|
|
4
|
Private Wealth Partners
Mill Valley,
California
|
$3.36M
|
+$3.43M
|
+164,299
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.9M
|
+$2.95M
|
+141,487
|
New
|
|
|
6
|
Tiedemann Trust
Wilmington,
Delaware
|
$2.79M
|
+$2.85M
|
+136,388
|
New
|
|
|
7
|
|
$2.75M
|
+$2.8M
|
+134,173
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
+$2.05M
|
+98,076
|
New
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.53M
|
+$1.56M
|
+74,708
|
New
|
|
|
10
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.47M
|
+$1.5M
|
+71,600
|
New
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$1.17M
|
+$1.19M
|
+56,996
|
New
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$1.01M
|
+$1.03M
|
+49,479
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$874K
|
+$892K
|
+42,715
|
New
|
|
|
14
|
|
$688K
|
+$702K
|
+33,613
|
New
|
|
|
15
|
Concert Wealth Management
San Jose,
California
|
$571K
|
–
|
–
|
–
|
|
|
16
|
Chevy Chase Trust
Bethesda,
Maryland
|
$494K
|
+$504K
|
+24,125
|
New
|
|
|
17
|
|
$458K
|
+$468K
|
+22,400
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$449K
|
+$458K
|
+21,938
|
New
|
|
|
19
|
BB&T Securities
Richmond,
Virginia
|
$389K
|
+$397K
|
+19,008
|
New
|
|
|
20
|
Sterne Agee Group
Birmingham,
Alabama
|
$343K
|
+$350K
|
+16,750
|
New
|
|
|
21
|
ACG Wealth
Atlanta,
Georgia
|
$284K
|
+$290K
|
+13,900
|
New
|
|
|
22
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$266K
|
+$272K
|
+13,039
|
New
|
|
|
23
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$204K
|
+$209K
|
+10,000
|
New
|
|
|
24
|
American International Group
New York
|
$159K
|
+$162K
|
+7,765
|
New
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$102K
|
+$103K
|
+4,950
|
New
|
|
