|
1
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$115K
|
-3,625
|
-0.7%
|
|
|
2
|
Money Design
Tokyo,
Japan
|
$15.5M
|
+$3.45M
|
+108,325
|
+30%
|
|
|
3
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$14M
|
-$747K
|
-23,460
|
-5%
|
|
|
4
|
|
$11.3M
|
-$1.74M
|
-54,584
|
-14%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.14M
|
-$65.9K
|
-2,069
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.98M
|
+$66K
|
+2,073
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.95M
|
-$4.27K
|
-134
|
-0.1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.19M
|
+$155K
|
+4,855
|
+8%
|
|
|
9
|
|
$1.98M
|
+$1.94M
|
+60,763
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.8M
|
-$31.7K
|
-996
|
-2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.43M
|
+$1.39M
|
+43,714
|
New
|
|
|
12
|
Elmwood Wealth Management
Berkeley,
California
|
$1.33M
|
+$637
|
+20
|
+0%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.17M
|
+$22.3K
|
+701
|
+2%
|
|
|
14
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.06M
|
-$16.7K
|
-525
|
-2%
|
|
|
15
|
McMillion Capital Management
Greensboro,
North Carolina
|
$954K
|
-$33.6K
|
-1,055
|
-3%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$880K
|
+$103K
|
+3,249
|
+14%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$689K
|
-$12.6K
|
-397
|
-2%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$593K
|
–
|
–
|
–
|
|
|
19
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$588K
|
+$573K
|
+18,000
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$556K
|
-$17.5K
|
-549
|
-3%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$542K
|
-$1.11K
|
-35
|
-0.2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$494K
|
-$12.3K
|
-386
|
-2%
|
|
|
23
|
Moors & Cabot
Boston,
Massachusetts
|
$489K
|
+$32
|
+1
|
+0%
|
|
|
24
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$446K
|
–
|
–
|
–
|
|
|
25
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$375K
|
–
|
–
|
–
|
|
