|
1
|
Bank of America
Charlotte,
North Carolina
|
$24M
|
+$5.67M
|
+89,539
|
+33%
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.21M
|
+$51.7K
|
+816
|
+0.6%
|
|
|
3
|
|
$6.09M
|
+$2.24M
|
+35,366
|
+63%
|
|
|
4
|
Keel Point
Huntsville,
Alabama
|
$4.59M
|
+$4.35M
|
+68,682
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.3M
|
+$507K
|
+8,013
|
+14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.03M
|
+$928K
|
+14,651
|
+32%
|
|
|
7
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.61M
|
-$9.44K
|
-149
|
-0.4%
|
|
|
8
|
First Allied Advisory Services
San Diego,
California
|
$1.45M
|
+$1.37M
|
+21,671
|
New
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.36M
|
+$108K
|
+1,702
|
+9%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.16M
|
+$1.1M
|
+17,400
|
New
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.08M
|
-$69.8K
|
-1,102
|
-6%
|
|
|
12
|
Tortoise Investment Management
White Plains,
New York
|
$1.08M
|
-$53.8K
|
-850
|
-5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$993K
|
+$537K
|
+8,474
|
+133%
|
|
|
14
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$916K
|
+$469K
|
+7,400
|
+117%
|
|
|
15
|
Regions Financial Corp
Birmingham,
Alabama
|
$797K
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$693K
|
-$17.9K
|
-282
|
-3%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$591K
|
+$321K
|
+5,067
|
+134%
|
|
|
18
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$514K
|
-$3.17K
|
-50
|
-0.6%
|
|
|
19
|
Scotia Capital
Toronto,
Ontario, Canada
|
$498K
|
+$11.5K
|
+181
|
+2%
|
|
|
20
|
M Holdings Securities
Portland,
Oregon
|
$473K
|
+$9.31K
|
+147
|
+2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$464K
|
+$33.8K
|
+533
|
+8%
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$425K
|
-$164K
|
-2,585
|
-29%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$407K
|
+$4.81K
|
+76
|
+1%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$402K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$362K
|
-$49.7K
|
-784
|
-13%
|
|
