|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
-$1.02M
|
-8,900
|
-6%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$11.8M
|
-$538K
|
-4,712
|
-4%
|
|
|
3
|
|
$5.16M
|
+$5.17M
|
+45,266
|
New
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.25M
|
+$2.27M
|
+19,881
|
+114%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$3.92M
|
+$233K
|
+2,045
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.42M
|
+$29.9K
|
+262
|
+1%
|
|
|
7
|
Boys Arnold & Co
Asheville,
North Carolina
|
$2.1M
|
-$156K
|
-1,370
|
-7%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.09M
|
+$1.07M
|
+9,382
|
+104%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$2.07M
|
-$42.5M
|
-372,739
|
-95%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.99M
|
-$24.9K
|
-218
|
-1%
|
|
|
11
|
Bank of New York Mellon
New York
|
$1.81M
|
-$53.9K
|
-472
|
-3%
|
|
|
12
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.79M
|
+$31.2K
|
+273
|
+2%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$1.59M
|
-$19.7M
|
-172,371
|
-93%
|
|
|
14
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$1.33M
|
+$257K
|
+2,253
|
+24%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$1.16M
|
+$1.16M
|
+10,184
|
New
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$833K
|
+$242K
|
+2,121
|
+41%
|
|
|
18
|
|
$782K
|
-$38.5K
|
-337
|
-5%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$701K
|
+$67.5K
|
+591
|
+11%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$666K
|
+$36.4K
|
+319
|
+6%
|
|
|
21
|
First United Bank & Trust
Oakland,
Maryland
|
$605K
|
+$13.8K
|
+121
|
+2%
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$545K
|
–
|
–
|
–
|
|
|
23
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$491K
|
–
|
–
|
–
|
|
|
24
|
NewFocus Financial Group
Vancouver,
Washington
|
$472K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$416K
|
-$103K
|
-903
|
-20%
|
|
