|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.61M
|
-$109K
|
-1,307
|
-3%
|
|
|
2
|
|
$3.16M
|
+$890K
|
+10,662
|
+40%
|
|
|
3
|
|
$2.28M
|
+$111K
|
+1,335
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.08M
|
-$122K
|
-1,458
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.29M
|
+$1.04M
|
+12,409
|
+425%
|
|
|
6
|
People's United Financial
Bridgeport,
Connecticut
|
$1.23M
|
-$2.34K
|
-28
|
-0.2%
|
|
|
7
|
Bluefin Capital Management
New York
|
$1.22M
|
+$420K
|
+5,039
|
+53%
|
|
|
8
|
|
$1.07M
|
-$4.93M
|
-59,087
|
-82%
|
|
|
9
|
Regal Investment Advisors
Kentwood,
Michigan
|
$860K
|
+$76.1K
|
+912
|
+10%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$835K
|
-$24K
|
-288
|
-3%
|
|
|
11
|
Crossmark Global Holdings
Houston,
Texas
|
$674K
|
–
|
–
|
–
|
|
|
12
|
Barclays
London,
United Kingdom
|
$549K
|
–
|
–
|
–
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$534K
|
+$13.8K
|
+166
|
+3%
|
|
|
14
|
Courage Miller Partners
Norfolk,
Virginia
|
$465K
|
-$19.8K
|
-237
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$432K
|
+$57.1K
|
+684
|
+15%
|
|
|
16
|
WealthShield
Cary,
North Carolina
|
$408K
|
+$403K
|
+4,835
|
New
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$408K
|
+$403K
|
+4,835
|
New
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$331K
|
+$328K
|
+3,926
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$252K
|
-$26.9K
|
-322
|
-10%
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$240K
|
-$21.4K
|
-257
|
-8%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$96K
|
–
|
–
|
–
|
|
|
22
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$84K
|
–
|
–
|
–
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$65.2K
|
+$64.7K
|
+775
|
New
|
|
|
24
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$17K
|
–
|
–
|
–
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$15K
|
-$1.84K
|
-22
|
-11%
|
|
