|
1
|
|
$4M
|
+$4M
|
+79,730
|
New
|
|
|
2
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2.99M
|
+$252K
|
+5,016
|
+9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.77M
|
+$2.77M
|
+55,274
|
New
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$2.77M
|
+$2.77M
|
+55,274
|
New
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.51M
|
+$2.51M
|
+49,974
|
New
|
|
|
6
|
National Rural Electric Cooperative Association
Arlington,
Virginia
|
$2.2M
|
+$2.2M
|
+43,802
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.3M
|
-$89.7K
|
-1,788
|
-6%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.11M
|
-$23.5K
|
-468
|
-2%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.1M
|
+$1.1M
|
+21,940
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.01M
|
-$43.6K
|
-870
|
-4%
|
|
|
11
|
|
$870K
|
+$391K
|
+7,800
|
+82%
|
|
|
12
|
Cobiz Wealth
Denver,
Colorado
|
$610K
|
+$344K
|
+6,856
|
+129%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$487K
|
+$158K
|
+3,148
|
+48%
|
|
|
14
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$291K
|
–
|
–
|
–
|
|
|
15
|
Vicus Capital
State College,
Pennsylvania
|
$270K
|
+$270K
|
+5,386
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$269K
|
-$2.67M
|
-53,278
|
-91%
|
|
|
17
|
Scotia Capital
Toronto,
Ontario, Canada
|
$251K
|
+$251K
|
+5,000
|
New
|
|
|
18
|
American International Group
New York
|
$151K
|
+$100
|
+2
|
+0.1%
|
|
|
19
|
BlackRock Investment Management
Wilmington,
Delaware
|
$135K
|
-$903
|
-18
|
-0.7%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$60K
|
–
|
–
|
–
|
|
|
21
|
|
$50K
|
+$19.7K
|
+392
|
+65%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$10K
|
+$4.91K
|
+98
|
+98%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5K
|
-$41.6K
|
-830
|
-89%
|
|
|
24
|
Partnervest Advisory Services
Santa Barbara,
California
|
$3K
|
–
|
–
|
–
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$2.7M
|
-54,000
|
Closed
|
|
