|
1
|
Bank of America
Charlotte,
North Carolina
|
$35.6M
|
+$2.3M
|
+91,185
|
+7%
|
|
|
2
|
Lenox Wealth Advisors
New York
|
$19.6M
|
+$9.07M
|
+359,167
|
+89%
|
|
|
3
|
|
$16.7M
|
+$4.38M
|
+173,543
|
+36%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
+$2.82M
|
+111,865
|
+26%
|
|
|
5
|
Goelzer Investment Management
Carmel,
Indiana
|
$8.9M
|
-$6.67M
|
-264,217
|
-43%
|
|
|
6
|
|
$5.67M
|
+$5.55M
|
+219,703
|
New
|
|
|
7
|
|
$5.54M
|
+$4.4M
|
+174,095
|
+427%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.31M
|
+$209K
|
+8,288
|
+5%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.58M
|
+$2.53M
|
+100,000
|
New
|
|
|
10
|
Bank of New York Mellon
New York
|
$1.53M
|
+$133K
|
+5,269
|
+10%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.51M
|
+$793K
|
+31,412
|
+116%
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.37M
|
+$1.01M
|
+40,150
|
+309%
|
|
|
13
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$507K
|
-$46.5K
|
-1,840
|
-9%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$399K
|
+$24.9K
|
+985
|
+7%
|
|
|
15
|
FCG Advisors
Chatham,
New Jersey
|
$313K
|
+$307K
|
+12,150
|
New
|
|
|
16
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$204K
|
+$200K
|
+7,925
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$161K
|
+$12.6K
|
+500
|
+9%
|
|
|
18
|
|
$79K
|
+$77.3K
|
+3,063
|
New
|
|
|
19
|
Regal Investment Advisors
Kentwood,
Michigan
|
$64K
|
+$38.1K
|
+1,509
|
+153%
|
|
|
20
|
Partnervest Advisory Services
Santa Barbara,
California
|
$52K
|
+$50.5K
|
+2,000
|
New
|
|
|
21
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$36K
|
+$34.8K
|
+1,377
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$31K
|
+$10.5K
|
+417
|
+53%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$28K
|
+$22.6K
|
+893
|
+595%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$24K
|
+$3.33K
|
+132
|
+17%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$23K
|
+$22.3K
|
+883
|
New
|
|
