|
1
|
Bank of America
Charlotte,
North Carolina
|
$78.6M
|
+$14.8M
|
+479,586
|
+21%
|
|
|
2
|
|
$65M
|
-$724K
|
-23,400
|
-1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.3M
|
+$3.93M
|
+127,110
|
+9%
|
|
|
4
|
|
$43.8M
|
+$3.82M
|
+123,588
|
+9%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$40.2M
|
-$852K
|
-27,546
|
-2%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$33.3M
|
+$958K
|
+30,978
|
+3%
|
|
|
7
|
|
$30.7M
|
+$8.85M
|
+286,140
|
+36%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$27.6M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$22.4M
|
-$2.58M
|
-83,388
|
-10%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
-$2.37M
|
-76,536
|
-11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$2.11M
|
+68,286
|
+17%
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$8.56M
|
+$9.03M
|
+292,176
|
+4,264%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.87M
|
-$2.61M
|
-84,324
|
-23%
|
|
|
14
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$7.67M
|
-$105K
|
-3,396
|
-1%
|
|
|
15
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.98M
|
-$998K
|
-32,262
|
-12%
|
|
|
16
|
|
$6.44M
|
-$9.28K
|
-300
|
-0.1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.69M
|
+$227K
|
+7,326
|
+4%
|
|
|
18
|
Lazard Asset Management
New York
|
$5.5M
|
+$997K
|
+32,250
|
+20%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.46M
|
+$5.42M
|
+175,224
|
+1,131%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.18M
|
+$1.7M
|
+54,876
|
+43%
|
|
|
21
|
Bailard
Foster City,
California
|
$4.63M
|
+$238K
|
+7,698
|
+5%
|
|
|
22
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.43M
|
-$214K
|
-6,924
|
-4%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$4.24M
|
-$553K
|
-17,892
|
-11%
|
|
|
24
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$3.8M
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.58M
|
-$1.23M
|
-39,762
|
-24%
|
|
