|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
-$374K
|
-11,159
|
-2%
|
|
|
2
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$14.8M
|
-$56.2K
|
-1,677
|
-0.4%
|
|
|
3
|
|
$8.63M
|
+$501K
|
+14,932
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.85M
|
+$129K
|
+3,855
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.32M
|
-$143K
|
-4,274
|
-4%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.97M
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.03M
|
+$248K
|
+7,405
|
+15%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.93M
|
+$46.8K
|
+1,396
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.87M
|
+$574K
|
+17,119
|
+47%
|
|
|
10
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.83M
|
-$17.8K
|
-531
|
-1%
|
|
|
11
|
|
$1.41M
|
+$1.1M
|
+32,895
|
+448%
|
|
|
12
|
Linscomb Wealth
Houston,
Texas
|
$1.02M
|
+$101
|
+3
|
+0%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$676K
|
-$35.7K
|
-1,064
|
-5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$647K
|
-$47.1K
|
-1,405
|
-7%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$604K
|
-$800K
|
-23,867
|
-58%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$578K
|
+$37.6K
|
+1,122
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$547K
|
+$99.3K
|
+2,961
|
+23%
|
|
|
18
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$540K
|
–
|
–
|
–
|
|
|
19
|
Moors & Cabot
Boston,
Massachusetts
|
$537K
|
+$67
|
+2
|
+0%
|
|
|
20
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$452K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$428K
|
+$201
|
+6
|
+0%
|
|
|
22
|
Running Point Capital Advisors
El Segundo,
California
|
$393K
|
+$377K
|
+11,246
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$380K
|
+$28.5K
|
+850
|
+8%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$335K
|
+$42.9K
|
+1,279
|
+15%
|
|
|
25
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$262K
|
–
|
–
|
–
|
|
