|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
-$821K
|
-40,732
|
-5%
|
|
|
2
|
|
$13M
|
-$119K
|
-5,879
|
-0.9%
|
|
|
3
|
|
$8.98M
|
+$8.58M
|
+425,485
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.58M
|
+$256K
|
+12,699
|
+6%
|
|
|
5
|
|
$2.42M
|
+$170K
|
+8,451
|
+8%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.33M
|
-$10.9K
|
-540
|
-0.5%
|
|
|
7
|
|
$2.33M
|
-$1.12M
|
-55,750
|
-34%
|
|
|
8
|
|
$1.82M
|
-$36.4K
|
-1,804
|
-2%
|
|
|
9
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.66M
|
-$6.55K
|
-325
|
-0.4%
|
|
|
10
|
Columbia Capital
Fullerton,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
11
|
Linscomb Wealth
Houston,
Texas
|
$1.05M
|
-$611K
|
-30,287
|
-38%
|
|
|
12
|
Banyan Partners
Palm Beach Gardens,
Florida
|
$944K
|
+$902K
|
+44,725
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$899K
|
-$2.09M
|
-103,605
|
-71%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$843K
|
-$183K
|
-9,071
|
-19%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$788K
|
+$246K
|
+12,221
|
+49%
|
|
|
16
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$545K
|
–
|
–
|
–
|
|
|
17
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$510K
|
–
|
–
|
–
|
|
|
18
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$505K
|
-$20.9K
|
-1,035
|
-4%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$452K
|
–
|
–
|
–
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$441K
|
–
|
–
|
–
|
|
|
21
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$435K
|
-$63.5K
|
-3,150
|
-13%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$421K
|
+$94.2K
|
+4,670
|
+31%
|
|
|
23
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$355K
|
-$111K
|
-5,500
|
-25%
|
|
|
24
|
National Planning Corporation
El Segundo,
California
|
$351K
|
+$330K
|
+16,369
|
New
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$350K
|
-$30.2K
|
-1,500
|
-8%
|
|
