|
1
|
Bank of America
Charlotte,
North Carolina
|
$87.1M
|
-$580K
|
-9,681
|
-0.6%
|
|
|
2
|
|
$51.1M
|
+$645K
|
+10,771
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$28.7M
|
-$2.58M
|
-43,098
|
-8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$20.1M
|
+$189K
|
+3,153
|
+0.9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$205K
|
+3,429
|
+1%
|
|
|
6
|
Bank of New York Mellon
New York
|
$15.6M
|
-$3.4M
|
-56,815
|
-17%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$220K
|
+3,669
|
+2%
|
|
|
8
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$11.7M
|
-$888K
|
-14,826
|
-7%
|
|
|
9
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$11.7M
|
-$888K
|
-14,826
|
-7%
|
|
|
10
|
Madison Investment Holdings
Madison,
Wisconsin
|
$11.2M
|
-$2.03M
|
-33,837
|
-15%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
+$129K
|
+2,147
|
+1%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.57M
|
-$779K
|
-13,002
|
-7%
|
|
|
13
|
Fusion Family Wealth
Woodbury,
New York
|
$8.74M
|
-$2.43M
|
-40,518
|
-21%
|
|
|
14
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$6.86M
|
+$7.22M
|
+120,534
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.54M
|
-$705K
|
-11,769
|
-9%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$6.22M
|
+$2.07M
|
+34,497
|
+46%
|
|
|
17
|
Ruggie Capital Group
Tavares,
Florida
|
$6.13M
|
-$157K
|
-2,623
|
-2%
|
|
|
18
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$4.73M
|
-$19.5K
|
-325
|
-0.4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.55M
|
-$57.1K
|
-953
|
-1%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$4.51M
|
-$30.1K
|
-502
|
-0.6%
|
|
|
21
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$4.43M
|
+$80.8K
|
+1,350
|
+2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.39M
|
+$1.64M
|
+27,428
|
+55%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.17M
|
+$230K
|
+3,838
|
+6%
|
|
|
24
|
GHP Investment Advisors
Denver,
Colorado
|
$3.98M
|
-$20.5K
|
-342
|
-0.5%
|
|
|
25
|
Amundi Asset Management US
Boston,
Massachusetts
|
$3.89M
|
–
|
–
|
–
|
|
