|
1
|
Wells Fargo
San Francisco,
California
|
$26.7M
|
+$7.09M
|
+73,967
|
+36%
|
|
|
2
|
Morningstar Investment Services
Chicago,
Illinois
|
$18.3M
|
+$1.17M
|
+12,226
|
+7%
|
|
|
3
|
|
$11.3M
|
-$296K
|
-3,082
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.64M
|
+$505K
|
+5,264
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.08M
|
+$155K
|
+1,615
|
+3%
|
|
|
6
|
|
$3.89M
|
-$3.71M
|
-38,729
|
-49%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$3.85M
|
+$196K
|
+2,045
|
+5%
|
|
|
8
|
Kanaly Trust
Houston,
Texas
|
$3.81M
|
–
|
–
|
–
|
|
|
9
|
|
$3.06M
|
+$397K
|
+4,140
|
+15%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.43M
|
-$199K
|
-2,075
|
-8%
|
|
|
11
|
|
$2.04M
|
+$5.95K
|
+62
|
+0.3%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$1.85M
|
+$288
|
+3
|
+0%
|
|
|
13
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.8M
|
-$157K
|
-1,632
|
-8%
|
|
|
14
|
Citizens Business Bank
Ontario,
California
|
$1.71M
|
-$14.2K
|
-148
|
-0.8%
|
|
|
15
|
|
$1.58M
|
+$1.13M
|
+11,830
|
+256%
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.26M
|
+$329K
|
+3,431
|
+35%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$177K
|
+1,847
|
+17%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$1.14M
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$939K
|
-$333K
|
-3,475
|
-26%
|
|
|
20
|
Twele Capital Management
Minnetonka,
Minnesota
|
$549K
|
–
|
–
|
–
|
|
|
21
|
Courage Miller Partners
Norfolk,
Virginia
|
$540K
|
+$26K
|
+271
|
+5%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$539K
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$535K
|
+$86.3K
|
+900
|
+19%
|
|
|
24
|
Long Wharf Investors
Boston,
Massachusetts
|
$434K
|
–
|
–
|
–
|
|
|
25
|
Veritable
Wilmington,
Delaware
|
$432K
|
–
|
–
|
–
|
|
