|
1
|
|
$11.4M
|
+$11.2M
|
+394,088
|
New
|
|
|
2
|
|
$5.49M
|
+$5.41M
|
+190,146
|
New
|
|
|
3
|
Trillium Asset Management
Boston,
Massachusetts
|
$4.02M
|
+$3.96M
|
+139,103
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.95M
|
+$2.9M
|
+101,954
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.84M
|
+$2.8M
|
+98,427
|
New
|
|
|
6
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.22M
|
+$2.19M
|
+77,023
|
New
|
|
|
7
|
Webster Bank
Waterbury,
Connecticut
|
$1.37M
|
+$1.35M
|
+47,500
|
New
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$1.31M
|
+$1.29M
|
+45,403
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$1.24M
|
+43,621
|
New
|
|
|
10
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.04M
|
+$1.02M
|
+36,000
|
New
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$998K
|
+$982K
|
+34,550
|
New
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$987K
|
+$972K
|
+34,189
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$913K
|
+$898K
|
+31,598
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$753K
|
+$741K
|
+26,067
|
New
|
|
|
15
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$711K
|
+$700K
|
+24,615
|
New
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$700K
|
+$688K
|
+24,200
|
New
|
|
|
17
|
Concert Wealth Management
San Jose,
California
|
$546K
|
–
|
–
|
–
|
|
|
18
|
Osborne Partners Capital Management
San Francisco,
California
|
$542K
|
+$533K
|
+18,750
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$532K
|
+$524K
|
+18,431
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$225K
|
+$222K
|
+7,805
|
New
|
|
|
21
|
|
$217K
|
+$213K
|
+7,500
|
New
|
|
|
22
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$206K
|
+$203K
|
+7,139
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$84K
|
+$82.4K
|
+2,897
|
New
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$78K
|
+$77K
|
+2,708
|
New
|
|
|
25
|
|
$64K
|
+$62.7K
|
+2,204
|
New
|
|
