|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
+$1.05M
|
+27,041
|
+5%
|
|
|
2
|
|
$14.1M
|
+$2.65M
|
+68,075
|
+24%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$11.3M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.7M
|
+$474K
|
+12,195
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.16M
|
-$26.5K
|
-681
|
-0.6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.72M
|
+$250K
|
+6,431
|
+10%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.71M
|
+$378K
|
+9,729
|
+17%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.43M
|
+$119K
|
+3,058
|
+5%
|
|
|
9
|
McMillion Capital Management
Greensboro,
North Carolina
|
$2.01M
|
-$180K
|
-4,637
|
-8%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.79M
|
+$1.16M
|
+29,720
|
+193%
|
|
|
11
|
Financial Services Advisory
Rockville,
Maryland
|
$1.73M
|
+$680K
|
+17,483
|
+67%
|
|
|
12
|
Financial & Tax Architects
St Louis,
Missouri
|
$1.63M
|
+$1.6M
|
+41,044
|
New
|
|
|
13
|
Elmwood Wealth Management
Berkeley,
California
|
$1.24M
|
+$7.77K
|
+200
|
+0.6%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
+$185K
|
+4,751
|
+19%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$1.15M
|
+$39
|
+1
|
+0%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.01M
|
+$27K
|
+695
|
+3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$799K
|
+$13.8K
|
+356
|
+2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$735K
|
+$155
|
+4
|
+0%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$687K
|
–
|
–
|
–
|
|
|
21
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$613K
|
–
|
–
|
–
|
|
|
22
|
Moors & Cabot
Boston,
Massachusetts
|
$598K
|
+$117
|
+3
|
+0%
|
|
|
23
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$570K
|
+$206K
|
+5,303
|
+59%
|
|
|
24
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$514K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$472K
|
-$13.6K
|
-350
|
-3%
|
|
