|
1
|
|
$3.63M
|
+$2.14M
|
+100,854
|
+143%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.05M
|
+$1.61M
|
+76,006
|
+363%
|
|
|
3
|
CGN Advisors
Manhattan,
Kansas
|
$1.92M
|
+$119K
|
+5,594
|
+7%
|
|
|
4
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.58M
|
+$1.59M
|
+74,700
|
New
|
|
|
5
|
|
$1.34M
|
+$174K
|
+8,184
|
+15%
|
|
|
6
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.23M
|
-$35K
|
-1,648
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$993K
|
+$187K
|
+8,799
|
+23%
|
|
|
8
|
Sterling Financial Group
Pasadena,
California
|
$545K
|
+$246K
|
+11,612
|
+82%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$517K
|
-$136K
|
-6,385
|
-21%
|
|
|
10
|
Farmers National Bank
Danville,
Kentucky
|
$473K
|
+$63.6K
|
+2,998
|
+15%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$447K
|
+$448K
|
+21,119
|
New
|
|
|
12
|
Gradient Capital Advisors
San Diego,
California
|
$417K
|
–
|
–
|
–
|
|
|
13
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$380K
|
+$101K
|
+4,771
|
+36%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$309K
|
+$5.67K
|
+267
|
+2%
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$302K
|
+$303K
|
+14,295
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$285K
|
+$287K
|
+13,500
|
New
|
|
|
17
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$229K
|
+$230K
|
+10,829
|
New
|
|
|
18
|
Clark Asset Management
Stratham,
New Hampshire
|
$208K
|
+$1.38K
|
+65
|
+0.7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$117K
|
-$65.9K
|
-3,107
|
-36%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$115K
|
+$44.5K
|
+2,095
|
+62%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$98.2K
|
-$26.9K
|
-1,268
|
-21%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$95.6K
|
–
|
–
|
–
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$69K
|
–
|
–
|
–
|
|
|
24
|
|
$66.8K
|
-$10.2K
|
-480
|
-13%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$54K
|
+$28.5K
|
+1,341
|
+106%
|
|
