|
1
|
Bank of America
Charlotte,
North Carolina
|
$24.3M
|
+$252K
|
+6,049
|
+1%
|
|
|
2
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$17.6M
|
+$423K
|
+10,139
|
+3%
|
|
|
3
|
|
$16.6M
|
+$247K
|
+5,907
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.86M
|
+$4.07M
|
+97,482
|
+75%
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$5.41M
|
+$5.21M
|
+124,781
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.71M
|
+$117K
|
+2,805
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.38M
|
+$275K
|
+6,584
|
+9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.92M
|
+$170K
|
+4,062
|
+6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.62M
|
-$375K
|
-8,974
|
-13%
|
|
|
10
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.86M
|
-$26.4K
|
-633
|
-1%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$1.49M
|
-$314K
|
-7,527
|
-18%
|
|
|
12
|
Elmwood Wealth Management
Berkeley,
California
|
$1.48M
|
+$1.42M
|
+33,972
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.33M
|
+$55.1K
|
+1,320
|
+5%
|
|
|
14
|
Financial Services Advisory
Rockville,
Maryland
|
$1.24M
|
-$695K
|
-16,660
|
-37%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$1.23M
|
-$19.7K
|
-473
|
-2%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.16M
|
+$422K
|
+10,100
|
+61%
|
|
|
17
|
|
$1.05M
|
-$1M
|
-23,962
|
-50%
|
|
|
18
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.04M
|
+$376K
|
+9,008
|
+60%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$951K
|
+$42.9K
|
+1,027
|
+5%
|
|
|
20
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$820K
|
+$788K
|
+18,880
|
New
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$752K
|
-$8.35K
|
-200
|
-1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$728K
|
+$294K
|
+7,038
|
+72%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$700K
|
-$9.35K
|
-224
|
-1%
|
|
|
24
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$671K
|
–
|
–
|
–
|
|
|
25
|
Moors & Cabot
Boston,
Massachusetts
|
$655K
|
+$125
|
+3
|
+0%
|
|
