|
1
|
|
$99.8M
|
+$12.9M
|
+79,916
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$2.1M
|
+13,012
|
+21%
|
|
|
3
|
|
$8.94M
|
+$157K
|
+974
|
+2%
|
|
|
4
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.14M
|
-$91.8K
|
-568
|
-2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.83M
|
+$25K
|
+155
|
+0.5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.79M
|
+$259K
|
+1,602
|
+6%
|
|
|
7
|
Affiance Financial
St. Louis Park,
Minnesota
|
$4.48M
|
+$4.44M
|
+27,455
|
New
|
|
|
8
|
Slow Capital
Greenbrae,
California
|
$2.75M
|
+$200K
|
+1,236
|
+8%
|
|
|
9
|
Sunflower Bank
Dallas,
Texas
|
$2.73M
|
+$2.71M
|
+16,751
|
New
|
|
|
10
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.35M
|
+$2.33M
|
+14,447
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.17M
|
+$192K
|
+1,187
|
+10%
|
|
|
12
|
|
$2.02M
|
+$2M
|
+12,385
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.96M
|
+$331K
|
+2,049
|
+21%
|
|
|
14
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.85M
|
-$50.7K
|
-314
|
-3%
|
|
|
15
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.36M
|
+$226K
|
+1,397
|
+20%
|
|
|
16
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.29M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.21M
|
-$26K
|
-161
|
-2%
|
|
|
18
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.15M
|
+$30K
|
+186
|
+3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$906K
|
-$22.1K
|
-137
|
-2%
|
|
|
20
|
Frank Rimerman Advisors
Palo Alto,
California
|
$889K
|
–
|
–
|
–
|
|
|
21
|
|
$863K
|
-$848K
|
-5,248
|
-50%
|
|
|
22
|
Fidelity International
Hamilton,
Bermuda
|
$807K
|
-$67.5K
|
-418
|
-8%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$727K
|
+$387K
|
+2,393
|
+116%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$690K
|
-$436K
|
-2,700
|
-39%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$658K
|
-$54.6K
|
-338
|
-8%
|
|
