|
1
|
|
$11.9M
|
+$547K
|
+8,959
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.24M
|
-$1.19M
|
-19,472
|
-19%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.57M
|
+$363K
|
+5,942
|
+9%
|
|
|
4
|
Artemis Wealth Advisors
New York
|
$4.14M
|
-$2.57M
|
-42,200
|
-39%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
-$189K
|
-3,092
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.02M
|
-$521K
|
-8,543
|
-21%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.67M
|
-$140K
|
-2,298
|
-8%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$1.65M
|
+$306K
|
+5,019
|
+23%
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.45M
|
+$109K
|
+1,784
|
+8%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$1.33M
|
-$976
|
-16
|
-0.1%
|
|
|
11
|
People's United Financial
Bridgeport,
Connecticut
|
$1.26M
|
-$78.7K
|
-1,290
|
-6%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.24M
|
+$16K
|
+263
|
+1%
|
|
|
13
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.07M
|
-$27.5K
|
-450
|
-3%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$1.05M
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$861K
|
-$1.13M
|
-18,564
|
-55%
|
|
|
16
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$819K
|
-$12.2K
|
-200
|
-1%
|
|
|
17
|
Loveless Wealth Management
Billings,
Montana
|
$789K
|
-$14K
|
-230
|
-2%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$769K
|
+$281K
|
+4,612
|
+59%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$707K
|
+$100K
|
+1,644
|
+17%
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$655K
|
-$98.5K
|
-1,615
|
-13%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$620K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$610K
|
+$45K
|
+738
|
+8%
|
|
|
23
|
Hills Bank & Trust
North Liberty,
Iowa
|
$578K
|
-$63.3K
|
-1,037
|
-10%
|
|
|
24
|
Pacific Sun Financial
Los Angeles,
California
|
$550K
|
-$7.02K
|
-115
|
-1%
|
|
|
25
|
SignalPoint Asset Management
Springfield,
Missouri
|
$417K
|
+$2.5K
|
+41
|
+0.6%
|
|
