|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.92M
|
+$225K
|
+19,488
|
+4%
|
|
|
2
|
|
$2.58M
|
+$102K
|
+8,817
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$973K
|
+$418K
|
+36,272
|
+68%
|
|
|
4
|
Bellecapital
Zurich,
Switzerland
|
$588K
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$524K
|
+$64.6K
|
+5,603
|
+13%
|
|
|
6
|
|
$394K
|
+$15.1K
|
+1,307
|
+4%
|
|
|
7
|
Parsec Financial Management
Asheville,
North Carolina
|
$386K
|
+$5.3K
|
+460
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$360K
|
+$26.9K
|
+2,338
|
+8%
|
|
|
9
|
Cabot-Wellington
Boston,
Massachusetts
|
$321K
|
–
|
–
|
–
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$298K
|
+$316K
|
+27,420
|
New
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
12
|
|
$172K
|
-$401K
|
-34,824
|
-69%
|
|
|
13
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$128K
|
+$841
|
+73
|
+0.6%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$59K
|
-$73.7K
|
-6,400
|
-54%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52K
|
–
|
–
|
–
|
|
|
16
|
American International Group
New York
|
$39.9K
|
+$6.14K
|
+533
|
+17%
|
|
|
17
|
|
$34K
|
+$18.9K
|
+1,641
|
+113%
|
|
|
18
|
|
$28K
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$23K
|
–
|
–
|
–
|
|
|
20
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$13K
|
–
|
–
|
–
|
|
|
21
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$12.1K
|
+$12
|
+1
|
+0.1%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
23
|
|
$8K
|
–
|
–
|
–
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
25
|
WFG Advisors
Dallas,
Texas
|
$5K
|
+$4.84K
|
+420
|
New
|
|
