|
1
|
Wells Fargo
San Francisco,
California
|
$4.83M
|
+$1.82M
|
+114,299
|
+63%
|
|
|
2
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.19M
|
-$1.85M
|
-116,767
|
-31%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.75M
|
-$634K
|
-39,906
|
-19%
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$1.69M
|
-$260K
|
-16,398
|
-14%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$1.61M
|
+$86.7K
|
+5,460
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.31M
|
+$926K
|
+58,300
|
+270%
|
|
|
7
|
Lucia Wealth Services
San Diego,
California
|
$1.25M
|
+$935K
|
+58,852
|
+340%
|
|
|
8
|
|
$944K
|
+$917K
|
+57,719
|
New
|
|
|
9
|
|
$924K
|
+$131K
|
+8,233
|
+17%
|
|
|
10
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$511K
|
+$501K
|
+31,544
|
New
|
|
|
11
|
Telemus Capital
Southfield,
Michigan
|
$489K
|
–
|
–
|
–
|
|
|
12
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$430K
|
+$418K
|
+26,305
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$375K
|
+$364K
|
+22,911
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$215K
|
-$1.59K
|
-100
|
-0.8%
|
|
|
15
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$139K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$138K
|
+$42.1K
|
+2,651
|
+46%
|
|
|
17
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$45K
|
+$43.4K
|
+2,734
|
New
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22K
|
-$6.35K
|
-400
|
-23%
|
|
|
19
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$21K
|
–
|
–
|
–
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6K
|
-$3.14K
|
-198
|
-37%
|
|
|
24
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$6K
|
-$1.99K
|
-125
|
-25%
|
|
|
25
|
Cribstone Capital Management
Augusta,
Maine
|
$5K
|
-$1.59K
|
-100
|
-25%
|
|
