|
1
|
|
$11.4M
|
-$117K
|
-1,533
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.6M
|
-$70.9K
|
-930
|
-0.9%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.25M
|
-$350K
|
-4,591
|
-7%
|
|
|
4
|
Artemis Wealth Advisors
New York
|
$4.08M
|
+$4.15M
|
+54,500
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.19M
|
+$18.6K
|
+244
|
+0.6%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.19M
|
-$3.58K
|
-47
|
-0.1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.03M
|
+$163K
|
+2,136
|
+6%
|
|
|
8
|
PFG Advisors
Phoenix,
Arizona
|
$2.38M
|
-$6.1K
|
-80
|
-0.3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.24M
|
+$5.11K
|
+67
|
+0.2%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$2.18M
|
+$659K
|
+8,644
|
+42%
|
|
|
11
|
Anfield Capital Management
Irvine,
California
|
$1.98M
|
+$48K
|
+630
|
+2%
|
|
|
12
|
People's United Financial
Bridgeport,
Connecticut
|
$1.61M
|
–
|
–
|
–
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$1.61M
|
–
|
–
|
–
|
|
|
14
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.57M
|
+$10.7K
|
+140
|
+0.7%
|
|
|
15
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.43M
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$1.27M
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$1.03M
|
+$30.7K
|
+403
|
+3%
|
|
|
18
|
|
$1M
|
+$1.02M
|
+13,424
|
New
|
|
|
19
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$988K
|
–
|
–
|
–
|
|
|
20
|
Loveless Wealth Management
Billings,
Montana
|
$969K
|
–
|
–
|
–
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$918K
|
–
|
–
|
–
|
|
|
22
|
Hills Bank & Trust
North Liberty,
Iowa
|
$775K
|
-$7.62K
|
-100
|
-1%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$748K
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$712K
|
-$31.5K
|
-413
|
-4%
|
|
|
25
|
Pacific Sun Financial
Los Angeles,
California
|
$679K
|
+$692K
|
+9,075
|
New
|
|
