|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.15M
|
+$5M
|
+460,105
|
New
|
|
|
2
|
|
$2.34M
|
+$502K
|
+46,215
|
+28%
|
|
|
3
|
Bellecapital
Zurich,
Switzerland
|
$606K
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$405K
|
+$112K
|
+10,333
|
+40%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$395K
|
-$829K
|
-76,313
|
-68%
|
|
|
6
|
Parsec Financial Management
Asheville,
North Carolina
|
$395K
|
+$196K
|
+18,000
|
+104%
|
|
|
7
|
Cabot-Wellington
Boston,
Massachusetts
|
$330K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$297K
|
-$18.8K
|
-1,726
|
-6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$269K
|
-$61.6K
|
-5,673
|
-19%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$251K
|
+$24.2K
|
+2,225
|
+11%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$243K
|
-$177K
|
-16,259
|
-43%
|
|
|
12
|
Long Wharf Investors
Boston,
Massachusetts
|
$219K
|
+$213K
|
+19,590
|
New
|
|
|
13
|
|
$213K
|
+$98.6K
|
+9,076
|
+91%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$132K
|
+$128K
|
+11,825
|
New
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$131K
|
+$127K
|
+11,689
|
New
|
|
|
16
|
American International Group
New York
|
$35.1K
|
+$8.32K
|
+766
|
+32%
|
|
|
17
|
|
$28K
|
–
|
–
|
–
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
19
|
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$13K
|
–
|
–
|
–
|
|
|
21
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$12.5K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
23
|
|
$8K
|
–
|
–
|
–
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
