|
1
|
|
$14.8M
|
+$9.41M
|
+349,541
|
+135%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
-$1.05M
|
-38,968
|
-8%
|
|
|
3
|
|
$8.04M
|
-$68K
|
-2,525
|
-0.8%
|
|
|
4
|
|
$6M
|
-$199K
|
-7,383
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.8M
|
+$265K
|
+9,831
|
+4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.44M
|
-$1.91M
|
-71,078
|
-24%
|
|
|
7
|
|
$4.67M
|
–
|
–
|
–
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$4.65M
|
+$3.47K
|
+129
|
+0.1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.74M
|
+$482K
|
+17,906
|
+13%
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.24M
|
+$90.2K
|
+3,351
|
+3%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$3.06M
|
+$592K
|
+22,009
|
+21%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.04M
|
-$241K
|
-8,973
|
-7%
|
|
|
13
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$3M
|
+$49.8K
|
+1,849
|
+2%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.7M
|
+$188K
|
+6,981
|
+7%
|
|
|
15
|
|
$2.57M
|
-$3.42M
|
-127,155
|
-55%
|
|
|
16
|
City of London Investment Management
London,
United Kingdom
|
$2.22M
|
+$2.45M
|
+91,000
|
New
|
|
|
17
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.18M
|
-$60.1K
|
-2,233
|
-2%
|
|
|
18
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.16M
|
–
|
–
|
–
|
|
|
19
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.12M
|
-$124K
|
-4,600
|
-5%
|
|
|
20
|
Barclays
London,
United Kingdom
|
$1.97M
|
+$2.18M
|
+80,900
|
New
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$1.87M
|
-$2.18M
|
-81,102
|
-51%
|
|
|
22
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.86M
|
-$2.28M
|
-84,855
|
-53%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.8M
|
+$48.1K
|
+1,786
|
+2%
|
|
|
24
|
Gould Capital
Tacoma,
Washington
|
$1.71M
|
+$24K
|
+892
|
+1%
|
|
|
25
|
Millburn Ridgefield Corp
New York
|
$1.42M
|
-$1.08K
|
-40
|
-0.1%
|
|
