|
1
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$414K
|
+14,527
|
+3%
|
|
|
2
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.32M
|
+$194K
|
+6,793
|
+3%
|
|
|
3
|
|
$4.87M
|
+$4.32M
|
+151,546
|
+699%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
+$874K
|
+30,638
|
+28%
|
|
|
5
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.45M
|
+$60.9K
|
+2,136
|
+2%
|
|
|
6
|
|
$2.86M
|
-$853K
|
-29,912
|
-23%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
+$71.7K
|
+2,515
|
+3%
|
|
|
8
|
Bank of the West
Monterey Park,
California
|
$1.43M
|
-$9.41K
|
-330
|
-0.6%
|
|
|
9
|
|
$1.39M
|
-$65.7K
|
-2,303
|
-4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.17M
|
–
|
–
|
–
|
|
|
11
|
CIBC World Market
Toronto,
Ontario, Canada
|
$765K
|
+$2.74K
|
+96
|
+0.4%
|
|
|
12
|
M Holdings Securities
Portland,
Oregon
|
$648K
|
+$33.8K
|
+1,185
|
+5%
|
|
|
13
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$501K
|
+$15.5K
|
+544
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$413K
|
+$227K
|
+7,973
|
+119%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$380K
|
+$183K
|
+6,409
|
+90%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$351K
|
–
|
–
|
–
|
|
|
17
|
Klingman & Associates
New York
|
$338K
|
+$57K
|
+2,000
|
+20%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$285K
|
+$86
|
+3
|
+0%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$260K
|
-$41.8K
|
-1,466
|
-14%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$256K
|
+$4.42K
|
+155
|
+2%
|
|
|
21
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$138K
|
-$1.6K
|
-56
|
-1%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$108K
|
+$103K
|
+3,623
|
+1,812%
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$86K
|
+$7.99K
|
+280
|
+10%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
