|
1
|
Tradewinds Capital Management
Bellingham,
Washington
|
$14.4M
|
+$14.2M
|
+420,555
|
New
|
|
|
2
|
|
$12.9M
|
+$1.3M
|
+38,537
|
+11%
|
|
|
3
|
|
$11.9M
|
+$10.5M
|
+310,658
|
+822%
|
|
|
4
|
Consolidated Capital Management
Burbank,
California
|
$11.8M
|
-$471K
|
-13,986
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.6M
|
-$543K
|
-16,120
|
-6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.21M
|
-$10.5K
|
-313
|
-0.1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$179K
|
+5,303
|
+12%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$1.44M
|
+$87.1K
|
+2,585
|
+7%
|
|
|
9
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.2M
|
-$230K
|
-6,815
|
-16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.09M
|
-$8.45K
|
-251
|
-0.8%
|
|
|
11
|
Murphy Capital Management
Bedminster,
New Jersey
|
$1.06M
|
-$79.1K
|
-2,350
|
-7%
|
|
|
12
|
Prudential Financial
Newark,
New Jersey
|
$975K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$654K
|
-$34.3K
|
-1,018
|
-5%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$413K
|
+$4.95K
|
+147
|
+1%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$399K
|
-$54.8K
|
-1,626
|
-12%
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$370K
|
-$113K
|
-3,370
|
-24%
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$358K
|
+$353K
|
+10,489
|
New
|
|
|
18
|
Cypress Wealth Services
Palm Desert,
California
|
$311K
|
-$11.9K
|
-354
|
-4%
|
|
|
19
|
Davenport & Co
Richmond,
Virginia
|
$309K
|
–
|
–
|
–
|
|
|
20
|
|
$304K
|
+$4.34K
|
+129
|
+1%
|
|
|
21
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$303K
|
-$45.5K
|
-1,351
|
-13%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$270K
|
-$1.68K
|
-50
|
-0.6%
|
|
|
23
|
Fisher Asset Management
Camas,
Washington
|
$262K
|
+$26.2K
|
+777
|
+11%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
25
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$201K
|
+$198K
|
+5,882
|
New
|
|
