|
1
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.49M
|
+$3.62M
|
+360,420
|
New
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.25M
|
-$2.1M
|
-209,500
|
-38%
|
|
|
3
|
|
$1.6M
|
-$717K
|
-71,406
|
-30%
|
|
|
4
|
Bellecapital
Zurich,
Switzerland
|
$524K
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$512K
|
+$483K
|
+48,095
|
+1,016%
|
|
|
6
|
|
$484K
|
+$343K
|
+34,113
|
+215%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$467K
|
-$12.1K
|
-1,209
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$296K
|
-$26.6K
|
-2,652
|
-8%
|
|
|
9
|
Cabot-Wellington
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$256K
|
+$266K
|
+26,489
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$232K
|
-$659K
|
-65,584
|
-73%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$229K
|
+$22.9K
|
+2,275
|
+11%
|
|
|
13
|
Parsec Financial Management
Asheville,
North Carolina
|
$223K
|
-$126K
|
-12,495
|
-35%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$173K
|
+$180K
|
+17,923
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$142K
|
+$148K
|
+14,695
|
New
|
|
|
16
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$115K
|
+$1.62K
|
+161
|
+1%
|
|
|
17
|
American International Group
New York
|
$70.8K
|
+$36.6K
|
+3,643
|
+99%
|
|
|
18
|
National Planning Corporation
El Segundo,
California
|
$38.7K
|
+$40.4K
|
+4,026
|
New
|
|
|
19
|
|
$30K
|
–
|
–
|
–
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$27K
|
+$27.9K
|
+2,774
|
New
|
|
|
21
|
|
$25K
|
–
|
–
|
–
|
|
|
22
|
Vigilant Capital Management
Portland,
Maine
|
$16K
|
+$16.5K
|
+1,640
|
New
|
|
|
23
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$11K
|
–
|
–
|
–
|
|
|
24
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$10.8K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9K
|
–
|
–
|
–
|
|
