|
1
|
Bank of America
Charlotte,
North Carolina
|
$74.5M
|
+$1.94M
|
+15,650
|
+2%
|
|
|
2
|
|
$10M
|
+$368K
|
+2,965
|
+3%
|
|
|
3
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$9.55M
|
-$44.7K
|
-360
|
-0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$6.84M
|
-$253K
|
-2,033
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.15M
|
+$152K
|
+1,227
|
+2%
|
|
|
6
|
|
$5.85M
|
+$746K
|
+6,005
|
+13%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.61M
|
-$205K
|
-1,653
|
-7%
|
|
|
8
|
IMA Advisory Services
Denver,
Colorado
|
$2.46M
|
+$69.8K
|
+562
|
+3%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$2.38M
|
-$93.4K
|
-752
|
-3%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$2.31M
|
+$98.9K
|
+796
|
+4%
|
|
|
11
|
NTV Asset Management
Charleston,
West Virginia
|
$1.53M
|
+$497
|
+4
|
+0%
|
|
|
12
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.36M
|
+$3.11K
|
+25
|
+0.2%
|
|
|
13
|
Domani Wealth
Lancaster,
Pennsylvania
|
$1.13M
|
+$1.23M
|
+9,910
|
+3,740%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$984K
|
+$1.49K
|
+12
|
+0.1%
|
|
|
15
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$889K
|
-$29.8K
|
-240
|
-3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$870K
|
-$138K
|
-1,112
|
-12%
|
|
|
17
|
WMS Partners
Towson,
Maryland
|
$861K
|
-$15.9K
|
-128
|
-2%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$761K
|
+$850K
|
+6,840
|
New
|
|
|
19
|
Oppenheimer & Co
New York
|
$719K
|
–
|
–
|
–
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$662K
|
-$12.4K
|
-100
|
-2%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$602K
|
-$5.59K
|
-45
|
-0.8%
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$508K
|
-$11.4K
|
-92
|
-2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$487K
|
+$41.1K
|
+331
|
+8%
|
|
|
24
|
Doliver Advisors
Houston,
Texas
|
$449K
|
+$502K
|
+4,040
|
New
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$414K
|
–
|
–
|
–
|
|
