|
1
|
Linscomb Wealth
Houston,
Texas
|
$5.03M
|
-$147K
|
-7,226
|
-3%
|
|
|
2
|
|
$4.66M
|
+$608K
|
+29,924
|
+15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.4M
|
+$83.9K
|
+4,133
|
+3%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$2.58M
|
+$2.56M
|
+125,908
|
New
|
|
|
5
|
Raub Brock Capital Management
Larkspur,
California
|
$2.44M
|
+$2.43M
|
+119,465
|
New
|
|
|
6
|
Bluefin Capital Management
New York
|
$2.2M
|
+$1.78M
|
+87,585
|
+430%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.74M
|
+$118K
|
+5,813
|
+7%
|
|
|
8
|
|
$1.73M
|
-$61.5K
|
-3,026
|
-3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
+$1.19M
|
+58,400
|
+635%
|
|
|
10
|
|
$1.22M
|
-$527K
|
-25,935
|
-30%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$1.18M
|
+$411K
|
+20,239
|
+54%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.12M
|
-$313K
|
-15,395
|
-22%
|
|
|
13
|
ACG Wealth
Atlanta,
Georgia
|
$713K
|
+$708K
|
+34,846
|
New
|
|
|
14
|
American Economic Planning Group
Warren,
New Jersey
|
$414K
|
+$405K
|
+19,957
|
New
|
|
|
15
|
Cadence Bank NA
Houston,
Texas
|
$381K
|
+$23.9K
|
+1,175
|
+7%
|
|
|
16
|
Tower Trust
Fort Wayne,
Indiana
|
$265K
|
+$20.2K
|
+996
|
+8%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$95K
|
-$18.5K
|
-909
|
-16%
|
|
|
18
|
Lehman Financial Resources
Media,
Pennsylvania
|
$50K
|
+$49.8K
|
+2,450
|
New
|
|
|
19
|
New England Securities
New York
|
$45K
|
–
|
–
|
–
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$29K
|
–
|
–
|
–
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$10K
|
+$10.2K
|
+500
|
New
|
|
|
22
|
|
$4K
|
+$3.65K
|
+180
|
New
|
|
|
23
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$32K
|
-1,559
|
Closed
|
|
