|
1
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
+$196K
|
+5,195
|
+0.9%
|
|
|
2
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$15.5M
|
+$16.1M
|
+427,635
|
New
|
|
|
3
|
|
$13.2M
|
-$781K
|
-20,674
|
-5%
|
|
|
4
|
|
$8.2M
|
+$7.56M
|
+200,147
|
+824%
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$5.62M
|
+$1.1M
|
+29,099
|
+23%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
-$89.2K
|
-2,361
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.67M
|
-$4.77M
|
-126,357
|
-56%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.63M
|
+$173K
|
+4,580
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.34M
|
-$519K
|
-13,737
|
-18%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.18M
|
-$23.3K
|
-616
|
-1%
|
|
|
11
|
Elmwood Wealth Management
Berkeley,
California
|
$1.41M
|
+$175K
|
+4,626
|
+14%
|
|
|
12
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.38M
|
-$190K
|
-5,026
|
-12%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.19M
|
-$68K
|
-1,800
|
-5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$1.12M
|
+$7.74K
|
+205
|
+0.7%
|
|
|
15
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.12M
|
+$253K
|
+6,709
|
+28%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$1.03M
|
-$4.27K
|
-113
|
-0.4%
|
|
|
17
|
|
$990K
|
+$1.01M
|
+26,871
|
New
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$867K
|
-$114K
|
-3,009
|
-11%
|
|
|
19
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$799K
|
+$113K
|
+3,005
|
+16%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$793K
|
-$5.17K
|
-137
|
-0.6%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$772K
|
+$342K
|
+9,057
|
+76%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$665K
|
+$54.8K
|
+1,452
|
+9%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$632K
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$575K
|
-$13.5K
|
-358
|
-2%
|
|
|
25
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$570K
|
–
|
–
|
–
|
|
