|
1
|
|
$69.3M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$61.2M
|
+$3.05M
|
+110,244
|
+5%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$44.8M
|
-$1.49M
|
-54,060
|
-3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.8M
|
+$2.85M
|
+103,008
|
+7%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40.8M
|
-$61.8M
|
-2,236,482
|
-61%
|
|
|
6
|
|
$35.7M
|
-$7.43M
|
-268,992
|
-17%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$33.8M
|
-$368K
|
-13,320
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$25.3M
|
+$323K
|
+11,670
|
+1%
|
|
|
9
|
|
$21.9M
|
-$6.98M
|
-252,594
|
-25%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.4M
|
+$4.58M
|
+165,738
|
+53%
|
|
|
11
|
Kabarec Financial Advisors
Palatine,
Illinois
|
$11.6M
|
+$11.4M
|
+413,502
|
New
|
|
|
12
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$8.47M
|
-$262K
|
-9,486
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.08M
|
+$341K
|
+12,330
|
+4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$7.99M
|
+$2.47M
|
+89,394
|
+46%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$7.06M
|
+$3.72M
|
+134,556
|
+115%
|
|
|
16
|
|
$6.48M
|
-$72.1K
|
-2,610
|
-1%
|
|
|
17
|
Bristol County Savings Bank
Taunton,
Massachusetts
|
$6.19M
|
-$113K
|
-4,080
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.75M
|
-$7.2M
|
-260,532
|
-56%
|
|
|
19
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.94M
|
+$4.85M
|
+175,656
|
New
|
|
|
20
|
Bailard
Foster City,
California
|
$4.18M
|
-$28.2K
|
-1,020
|
-0.7%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.13M
|
+$4.06M
|
+146,970
|
New
|
|
|
22
|
Lazard Asset Management
New York
|
$4.07M
|
-$3.92M
|
-141,834
|
-50%
|
|
|
23
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$3.79M
|
–
|
–
|
–
|
|
|
24
|
Centaurus Financial
Anaheim,
California
|
$3.78M
|
+$3.71M
|
+134,388
|
New
|
|
|
25
|
Aviance Capital Management
Sarasota,
Florida
|
$3.59M
|
-$671K
|
-24,294
|
-16%
|
|
