|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
-$522K
|
-4,788
|
-4%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$9.86M
|
-$2.35M
|
-21,576
|
-19%
|
|
|
3
|
|
$6.37M
|
-$14.4M
|
-132,086
|
-70%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$5.52M
|
-$13.6K
|
-125
|
-0.2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.11M
|
+$144K
|
+1,317
|
+7%
|
|
|
6
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.74M
|
-$54.7K
|
-502
|
-3%
|
|
|
7
|
Bank of New York Mellon
New York
|
$1.68M
|
+$54.5K
|
+500
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.68M
|
-$113K
|
-1,037
|
-6%
|
|
|
9
|
Boston Advisors
Boston,
Massachusetts
|
$1.55M
|
-$191K
|
-1,750
|
-11%
|
|
|
10
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.35M
|
-$231K
|
-2,120
|
-15%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.05M
|
+$779K
|
+7,144
|
+304%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$983K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$828K
|
-$131K
|
-1,200
|
-14%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$789K
|
+$779K
|
+7,148
|
New
|
|
|
15
|
|
$738K
|
+$18K
|
+165
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$634K
|
+$27.4K
|
+251
|
+5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$612K
|
+$45.9K
|
+421
|
+8%
|
|
|
18
|
First United Bank & Trust
Oakland,
Maryland
|
$494K
|
-$160K
|
-1,466
|
-25%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$479K
|
-$1.05M
|
-9,617
|
-69%
|
|
|
20
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$458K
|
-$343K
|
-3,144
|
-43%
|
|
|
21
|
NewFocus Financial Group
Vancouver,
Washington
|
$428K
|
–
|
–
|
–
|
|
|
22
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$408K
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$387K
|
+$57.8K
|
+530
|
+18%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$301K
|
+$298K
|
+2,731
|
New
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$252K
|
+$2.18K
|
+20
|
+0.9%
|
|
