|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.77M
|
+$478K
|
+18,646
|
+37%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.34M
|
+$1.35M
|
+52,451
|
New
|
|
|
3
|
Boston Advisors
Boston,
Massachusetts
|
$1.04M
|
+$1.04M
|
+40,686
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$754K
|
+$558K
|
+21,752
|
+278%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$607K
|
+$59.9K
|
+2,336
|
+11%
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$572K
|
+$575K
|
+22,414
|
New
|
|
|
7
|
|
$438K
|
+$440K
|
+17,152
|
New
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$419K
|
+$421K
|
+16,426
|
New
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$365K
|
+$368K
|
+14,324
|
New
|
|
|
10
|
|
$345K
|
+$348K
|
+13,550
|
New
|
|
|
11
|
Ausdal Financial Partners
Davenport,
Iowa
|
$327K
|
+$45.7K
|
+1,782
|
+16%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$259K
|
+$253K
|
+9,846
|
+3,250%
|
|
|
13
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$204K
|
+$205K
|
+8,000
|
New
|
|
|
14
|
|
$190K
|
+$29.5K
|
+1,150
|
+18%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$159K
|
+$160K
|
+6,253
|
New
|
|
|
16
|
Vigilant Capital Management
Portland,
Maine
|
$78K
|
+$78.6K
|
+3,062
|
New
|
|
|
17
|
Fusion Family Wealth
Woodbury,
New York
|
$31K
|
+$14.9K
|
+582
|
+90%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$11K
|
+$11.1K
|
+432
|
New
|
|
|
19
|
|
$3K
|
+$1.39K
|
+54
|
+95%
|
|
|
20
|
|
–
|
-$807K
|
-31,814
|
Closed
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$13K
|
-525
|
Closed
|
|
