|
1
|
|
$13M
|
+$2.23M
|
+30,736
|
+20%
|
|
|
2
|
Artemis Wealth Advisors
New York
|
$7.76M
|
+$3.95M
|
+54,500
|
+100%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.4M
|
+$171K
|
+2,363
|
+2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.82M
|
+$786K
|
+10,855
|
+19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.29M
|
+$260K
|
+3,588
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.93M
|
+$49K
|
+677
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.39M
|
-$654K
|
-9,034
|
-21%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.08M
|
-$50.2K
|
-693
|
-2%
|
|
|
9
|
Anfield Capital Management
Irvine,
California
|
$1.91M
|
+$22.8K
|
+315
|
+1%
|
|
|
10
|
PFG Advisors
Phoenix,
Arizona
|
$1.63M
|
-$639K
|
-8,828
|
-28%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$1.54M
|
+$1.56M
|
+21,585
|
New
|
|
|
12
|
People's United Financial
Bridgeport,
Connecticut
|
$1.53M
|
–
|
–
|
–
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$1.53M
|
–
|
–
|
–
|
|
|
14
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.53M
|
+$39.1K
|
+540
|
+3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.41M
|
-$684K
|
-9,451
|
-32%
|
|
|
16
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.26M
|
-$97.7K
|
-1,350
|
-7%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$1.21M
|
–
|
–
|
–
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$1.02M
|
+$34.4K
|
+475
|
+3%
|
|
|
19
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$954K
|
+$14.5K
|
+200
|
+2%
|
|
|
20
|
Loveless Wealth Management
Billings,
Montana
|
$922K
|
–
|
–
|
–
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$867K
|
+$22.8K
|
+315
|
+3%
|
|
|
22
|
Hills Bank & Trust
North Liberty,
Iowa
|
$738K
|
–
|
–
|
–
|
|
|
23
|
Rockefeller Capital Management
New York
|
$712K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$695K
|
+$707K
|
+9,761
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$647K
|
-$30.5K
|
-421
|
-4%
|
|
