|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$8.21M
|
+$1.15M
|
+25,733
|
+15%
|
|
|
2
|
|
$3.86M
|
-$420K
|
-9,415
|
-9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.42M
|
+$95K
|
+2,130
|
+3%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.51M
|
–
|
–
|
–
|
|
|
5
|
Gruss & Co
West Palm Beach,
Florida
|
$2.16M
|
+$2.63M
|
+59,000
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.52M
|
+$541K
|
+12,133
|
+50%
|
|
|
7
|
|
$1.4M
|
+$1.5M
|
+33,720
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.22M
|
+$467K
|
+10,470
|
+54%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.02M
|
+$1.09M
|
+24,478
|
New
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$866K
|
+$164K
|
+3,685
|
+22%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$838K
|
+$885K
|
+19,840
|
+6,937%
|
|
|
12
|
Bank of New York Mellon
New York
|
$782K
|
+$16.9K
|
+378
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$499K
|
+$29.8K
|
+667
|
+6%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$416K
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$388K
|
+$17.8K
|
+400
|
+4%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$365K
|
-$4.46K
|
-100
|
-1%
|
|
|
17
|
Intrust Bank
Wichita,
Kansas
|
$291K
|
–
|
–
|
–
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
19
|
American International Group
New York
|
$158K
|
+$357
|
+8
|
+0.2%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$116K
|
-$6.69K
|
-150
|
-5%
|
|
|
21
|
Joel Isaacson & Co
New York
|
$55K
|
+$535
|
+12
|
+0.9%
|
|
|
22
|
|
$40K
|
+$357
|
+8
|
+0.8%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$33K
|
-$1.38K
|
-31
|
-4%
|
|
|
24
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$21K
|
+$178
|
+4
|
+0.8%
|
|
|
25
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$4K
|
+$3.79K
|
+85
|
New
|
|
