|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$1.39M
|
+78,759
|
+12%
|
|
|
2
|
|
$11.3M
|
-$169K
|
-9,612
|
-1%
|
|
|
3
|
|
$8.21M
|
+$185K
|
+10,498
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.91M
|
-$112K
|
-6,376
|
-3%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$2.83M
|
+$66K
|
+3,743
|
+2%
|
|
|
6
|
|
$1.77M
|
+$1.77M
|
+100,388
|
New
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.7M
|
+$1.7M
|
+96,592
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$714K
|
+40,519
|
+74%
|
|
|
9
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.39M
|
+$1.39M
|
+79,035
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$978K
|
+$537K
|
+30,442
|
+121%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$919K
|
+$111K
|
+6,270
|
+14%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$876K
|
+$35.6K
|
+2,021
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$871K
|
-$50.2K
|
-2,849
|
-5%
|
|
|
14
|
Natixis Advisors
Boston,
Massachusetts
|
$867K
|
-$72.1K
|
-4,090
|
-8%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$825K
|
+$34.4K
|
+1,950
|
+4%
|
|
|
16
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$755K
|
+$64.2K
|
+3,643
|
+9%
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$639K
|
+$640K
|
+36,310
|
New
|
|
|
18
|
Baird
Milwaukee,
Wisconsin
|
$556K
|
-$47.8K
|
-2,711
|
-8%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$499K
|
-$375K
|
-21,247
|
-43%
|
|
|
20
|
|
$494K
|
+$495K
|
+28,090
|
New
|
|
|
21
|
Horizon Kinetics
New York
|
$462K
|
-$32.7K
|
-1,853
|
-7%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$455K
|
-$3K
|
-170
|
-0.7%
|
|
|
23
|
Gould Asset Management
Claremont,
California
|
$395K
|
+$28.2K
|
+1,600
|
+8%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
$354K
|
–
|
–
|
–
|
|
|
25
|
American International Group
New York
|
$345K
|
-$26.4K
|
-1,500
|
-7%
|
|
