|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$113M
|
+$1.51M
|
+61,190
|
+1%
|
|
|
2
|
Lourd Capital
Beverly Hills,
California
|
$34.1M
|
-$2.98M
|
-120,559
|
-8%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$15.2M
|
+$268K
|
+10,869
|
+2%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$2.29M
|
-$8.61M
|
-348,790
|
-4%
|
|
|
5
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$1.99M
|
+$207K
|
+8,403
|
+12%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.54M
|
+$1.55M
|
+62,714
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.5M
|
+$33.9K
|
+1,374
|
+2%
|
|
|
8
|
|
$535K
|
+$536K
|
+21,727
|
New
|
|
|
9
|
|
$480K
|
+$460K
|
+18,631
|
+2,161%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$413K
|
+$411K
|
+16,658
|
New
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$243K
|
+$21.9K
|
+889
|
+10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$212K
|
+$106K
|
+4,287
|
+99%
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$138K
|
-$6.17K
|
-250
|
-4%
|
|
|
14
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$124K
|
+$124K
|
+5,025
|
New
|
|
|
15
|
Atwood & Palmer
Kansas City,
Missouri
|
$71K
|
+$71.4K
|
+2,892
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$27K
|
+$24K
|
+973
|
+666%
|
|
|
17
|
|
$18K
|
–
|
–
|
–
|
|
|
18
|
American International Group
New York
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$8K
|
-$2.22K
|
-90
|
-23%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
+$7.85K
|
+318
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
22
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$4K
|
+$3.95K
|
+160
|
New
|
|
|
24
|
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$2.47K
|
+100
|
New
|
|
