|
1
|
Bank of America
Charlotte,
North Carolina
|
$85.6M
|
-$1.18M
|
-20,487
|
-1%
|
|
|
2
|
|
$48.4M
|
-$2.56M
|
-44,625
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$28M
|
-$602K
|
-10,471
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$22M
|
+$1.93M
|
+33,562
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$15.7M
|
+$156K
|
+2,710
|
+1%
|
|
|
6
|
Bank of New York Mellon
New York
|
$15.4M
|
-$148K
|
-2,584
|
-0.9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$3.04K
|
+53
|
+0%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$11.4M
|
+$300K
|
+5,226
|
+3%
|
|
|
9
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$10.3M
|
-$1.33M
|
-23,105
|
-11%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$10.3M
|
-$1.33M
|
-23,105
|
-11%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
+$88.8K
|
+1,545
|
+0.9%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.37M
|
-$170K
|
-2,964
|
-2%
|
|
|
13
|
Yale University
New Haven,
Connecticut
|
$9.06M
|
+$9.17M
|
+159,700
|
New
|
|
|
14
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$6.91M
|
+$73.9K
|
+1,286
|
+1%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.76M
|
+$241K
|
+4,192
|
+4%
|
|
|
16
|
Fusion Family Wealth
Woodbury,
New York
|
$6.72M
|
-$2.02M
|
-35,122
|
-23%
|
|
|
17
|
Ruggie Capital Group
Tavares,
Florida
|
$5.79M
|
-$332K
|
-5,778
|
-5%
|
|
|
18
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$5.11M
|
+$703K
|
+12,245
|
+16%
|
|
|
19
|
|
$5.04M
|
+$2.2M
|
+38,347
|
+76%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$4.76M
|
-$1.46M
|
-25,384
|
-23%
|
|
|
21
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$4.76M
|
+$41.8K
|
+727
|
+0.9%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$4.42M
|
-$120K
|
-2,090
|
-3%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.17M
|
–
|
–
|
–
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$4M
|
-$502K
|
-8,734
|
-11%
|
|
|
25
|
Smart Portfolios LLC
Seattle,
Washington
|
$3.88M
|
+$59.2K
|
+1,030
|
+2%
|
|
