|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
-$145K
|
-4,949
|
-0.9%
|
|
|
2
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$10.3M
|
+$3.06M
|
+104,005
|
+33%
|
|
|
3
|
|
$5.72M
|
+$1.43M
|
+48,766
|
+26%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
-$171K
|
-5,816
|
-5%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.09M
|
–
|
–
|
–
|
|
|
6
|
|
$1.88M
|
+$1.66M
|
+56,586
|
New
|
|
|
7
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.32M
|
+$17.3K
|
+589
|
+1%
|
|
|
8
|
|
$1.32M
|
+$1.58M
|
+53,905
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
-$50.4K
|
-1,715
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.22M
|
+$19.3K
|
+656
|
+1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
+$74.8K
|
+2,546
|
+6%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$1.09M
|
-$53.7K
|
-1,827
|
-4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$964K
|
-$84.6K
|
-2,880
|
-7%
|
|
|
14
|
Elmwood Wealth Management
Berkeley,
California
|
$831K
|
-$158K
|
-5,363
|
-14%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$712K
|
+$147
|
+5
|
+0%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$707K
|
+$835K
|
+28,426
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$542K
|
+$39.1K
|
+1,331
|
+6%
|
|
|
18
|
Moors & Cabot
Boston,
Massachusetts
|
$351K
|
-$96.8K
|
-3,295
|
-19%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$347K
|
-$7.35K
|
-250
|
-2%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$317K
|
-$6.61K
|
-225
|
-2%
|
|
|
21
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$317K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$281K
|
+$1.5K
|
+51
|
+0.4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$226K
|
-$3.44K
|
-117
|
-1%
|
|
|
24
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$185K
|
–
|
–
|
–
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$136K
|
-$2.5K
|
-85
|
-2%
|
|
