|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$7.99M
|
-$116K
|
-2,543
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.9M
|
+$249K
|
+5,442
|
+7%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.71M
|
–
|
–
|
–
|
|
|
4
|
Madrona Financial Services
Everett,
Washington
|
$1.87M
|
-$127K
|
-2,778
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
+$16.3K
|
+355
|
+0.9%
|
|
|
6
|
|
$1.17M
|
-$211K
|
-4,604
|
-15%
|
|
|
7
|
|
$876K
|
-$103K
|
-2,244
|
-10%
|
|
|
8
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
$802K
|
-$1.65M
|
-36,000
|
-52%
|
|
|
9
|
Bank of New York Mellon
New York
|
$777K
|
-$63.7K
|
-1,391
|
-7%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$589K
|
+$36.6K
|
+800
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$571K
|
+$246K
|
+5,368
|
+73%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$555K
|
-$106K
|
-2,313
|
-16%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$505K
|
-$352K
|
-7,682
|
-41%
|
|
|
14
|
Whalerock Point Partners
Providence,
Rhode Island
|
$365K
|
+$595K
|
+13,000
|
New
|
|
|
15
|
Cahill Financial Advisors
Edina,
Minnesota
|
$290K
|
+$19.9K
|
+435
|
+7%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$271K
|
+$275K
|
+6,010
|
New
|
|
|
17
|
Intrust Bank
Wichita,
Kansas
|
$270K
|
–
|
–
|
–
|
|
|
18
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$203K
|
-$7.78K
|
-170
|
-4%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$173K
|
+$458
|
+10
|
+0.3%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$168K
|
-$17.5K
|
-383
|
-9%
|
|
|
21
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$52K
|
+$183
|
+4
|
+0.3%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$39K
|
+$1.19K
|
+26
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21K
|
+$5.54K
|
+121
|
+35%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$19K
|
–
|
–
|
–
|
|
