|
1
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.97M
|
-$212K
|
-24,355
|
-7%
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.82M
|
-$23.1K
|
-2,660
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.72M
|
+$532K
|
+61,210
|
+47%
|
|
|
4
|
|
$1.71M
|
-$145K
|
-16,625
|
-8%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$889K
|
-$28.1K
|
-3,228
|
-3%
|
|
|
6
|
Amundi Asset Management US
Boston,
Massachusetts
|
$880K
|
+$812K
|
+93,421
|
New
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$771K
|
+$141K
|
+16,185
|
+24%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$659K
|
-$6.61K
|
-760
|
-1%
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$571K
|
+$532K
|
+61,161
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$497K
|
+$85K
|
+9,778
|
+23%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$463K
|
+$20.3K
|
+2,333
|
+5%
|
|
|
12
|
Bellecapital
Zurich,
Switzerland
|
$384K
|
–
|
–
|
–
|
|
|
13
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$376K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$315K
|
+$24.9K
|
+2,863
|
+9%
|
|
|
15
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$309K
|
+$95.7K
|
+11,000
|
+49%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$245K
|
+$14.9K
|
+1,713
|
+7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$229K
|
+$19.2K
|
+2,210
|
+10%
|
|
|
18
|
Millie Capital Management
Walnut Creek,
California
|
$220K
|
+$57.3K
|
+6,589
|
+39%
|
|
|
19
|
Cambridge Trust
Cambridge,
Massachusetts
|
$192K
|
+$179K
|
+20,559
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$172K
|
+$158K
|
+18,215
|
New
|
|
|
21
|
|
$148K
|
+$27.8K
|
+3,200
|
+25%
|
|
|
22
|
Parsec Financial Management
Asheville,
North Carolina
|
$125K
|
–
|
–
|
–
|
|
|
23
|
Garde Capital
Seattle,
Washington
|
$117K
|
–
|
–
|
–
|
|
|
24
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$105K
|
–
|
–
|
–
|
|
|
25
|
American International Group
New York
|
$63K
|
-$27.3K
|
-3,145
|
-32%
|
|
