|
1
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
-$1.17M
|
-12,269
|
-6%
|
|
|
2
|
Morningstar Investment Services
Chicago,
Illinois
|
$17.1M
|
+$2.36M
|
+24,822
|
+16%
|
|
|
3
|
|
$11.6M
|
-$1.88M
|
-19,782
|
-14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.1M
|
+$775K
|
+8,155
|
+9%
|
|
|
5
|
|
$7.59M
|
+$6.48M
|
+68,153
|
+620%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.9M
|
-$302K
|
-3,171
|
-6%
|
|
|
7
|
Kanaly Trust
Houston,
Texas
|
$3.79M
|
–
|
–
|
–
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$3.64M
|
+$478K
|
+5,026
|
+15%
|
|
|
9
|
|
$2.65M
|
+$509K
|
+5,350
|
+24%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.62M
|
-$64.4K
|
-677
|
-2%
|
|
|
11
|
|
$2.02M
|
-$407K
|
-4,278
|
-17%
|
|
|
12
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.95M
|
+$15.9K
|
+167
|
+0.8%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$1.85M
|
+$571
|
+6
|
+0%
|
|
|
14
|
Citizens Business Bank
Ontario,
California
|
$1.71M
|
+$1.7M
|
+17,905
|
New
|
|
|
15
|
Bluefin Capital Management
New York
|
$1.5M
|
+$447K
|
+4,700
|
+42%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
-$19K
|
-200
|
-1%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$1.13M
|
+$16.6K
|
+175
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
-$2.32M
|
-24,431
|
-69%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$930K
|
+$73.1K
|
+769
|
+9%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$751K
|
+$745K
|
+7,834
|
New
|
|
|
21
|
Twele Capital Management
Minnetonka,
Minnesota
|
$546K
|
–
|
–
|
–
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$537K
|
–
|
–
|
–
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$511K
|
+$73.2K
|
+770
|
+17%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$449K
|
+$761
|
+8
|
+0.2%
|
|
|
25
|
|
$442K
|
-$2.41M
|
-25,350
|
-85%
|
|
