|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.53M
|
+$3.28M
|
+122,874
|
+77%
|
|
|
2
|
|
$3.76M
|
+$30.5K
|
+1,144
|
+0.8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
+$471K
|
+17,666
|
+21%
|
|
|
4
|
|
$1.48M
|
+$304K
|
+11,406
|
+26%
|
|
|
5
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.25M
|
+$1.25M
|
+46,922
|
New
|
|
|
6
|
|
$1.14M
|
+$1.14M
|
+42,740
|
New
|
|
|
7
|
Davenport & Co
Richmond,
Virginia
|
$1.08M
|
+$148K
|
+5,530
|
+16%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$731K
|
+$132K
|
+4,958
|
+22%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$716K
|
+$74.3K
|
+2,784
|
+12%
|
|
|
10
|
City National Bank
Beverly Hills,
Delaware
|
$638K
|
+$106K
|
+3,960
|
+20%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$631K
|
-$65.9K
|
-2,470
|
-9%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$579K
|
+$578K
|
+21,664
|
New
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$575K
|
-$20K
|
-748
|
-3%
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$539K
|
-$960
|
-36
|
-0.2%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$535K
|
+$85.9K
|
+3,222
|
+19%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$321K
|
-$50.7K
|
-1,900
|
-14%
|
|
|
17
|
|
$301K
|
+$300K
|
+11,242
|
+46,842%
|
|
|
18
|
Baird
Milwaukee,
Wisconsin
|
$260K
|
+$57K
|
+2,138
|
+28%
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
$247K
|
-$69.6K
|
-2,608
|
-22%
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$236K
|
+$45.9K
|
+1,720
|
+24%
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$21K
|
+$53
|
+2
|
+0.3%
|
|
|
22
|
New England Securities
New York
|
$18K
|
+$17K
|
+636
|
+3,180%
|
|
|
23
|
Kings Point Capital Management
Great Neck,
New York
|
$11K
|
–
|
–
|
–
|
|
|
24
|
WFG Advisors
Dallas,
Texas
|
$10K
|
+$53
|
+2
|
+0.6%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$241K
|
-8,828
|
Closed
|
|
