|
1
|
Bank of America
Charlotte,
North Carolina
|
$95M
|
+$2.06M
|
+58,176
|
+2%
|
|
|
2
|
|
$78.4M
|
-$1.48M
|
-42,000
|
-2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53M
|
+$632K
|
+17,886
|
+1%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$47.7M
|
-$2M
|
-56,706
|
-4%
|
|
|
5
|
|
$42.9M
|
+$4.44M
|
+125,592
|
+12%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$42.4M
|
+$733K
|
+20,742
|
+2%
|
|
|
7
|
|
$42.2M
|
+$1.96M
|
+55,392
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$31.1M
|
+$1.48M
|
+41,772
|
+5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.3M
|
+$361K
|
+10,224
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
-$3.28M
|
-92,766
|
-18%
|
|
|
11
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$13.2M
|
-$21.2M
|
-600,000
|
-62%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.48M
|
+$303K
|
+8,568
|
+3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.1M
|
+$404K
|
+11,418
|
+5%
|
|
|
14
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$8.81M
|
-$170K
|
-4,812
|
-2%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.63M
|
-$137K
|
-3,876
|
-2%
|
|
|
16
|
|
$7.88M
|
-$191K
|
-5,400
|
-2%
|
|
|
17
|
Bailard
Foster City,
California
|
$6.95M
|
+$541K
|
+15,318
|
+9%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.42M
|
-$192K
|
-5,418
|
-3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.77M
|
-$2.33K
|
-66
|
-0%
|
|
|
20
|
Lazard Asset Management
New York
|
$5.49M
|
+$1.27K
|
+36
|
+0%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
22
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.28M
|
-$143K
|
-4,050
|
-3%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5.15M
|
+$278K
|
+7,878
|
+6%
|
|
|
24
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$4.71M
|
–
|
–
|
–
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.37M
|
+$1.95M
|
+55,266
|
+85%
|
|
