|
1
|
|
$16.2M
|
+$2.2M
|
+66,431
|
+17%
|
|
|
2
|
|
$6.76M
|
+$91.2K
|
+2,755
|
+1%
|
|
|
3
|
Trillium Asset Management
Boston,
Massachusetts
|
$4.97M
|
+$87.1K
|
+2,631
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.26M
|
+$646K
|
+19,514
|
+19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.56M
|
+$104K
|
+3,126
|
+3%
|
|
|
6
|
Niemann Capital Management
Stateline,
Nevada
|
$3.53M
|
+$3.34M
|
+100,775
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.45M
|
+$910K
|
+27,470
|
+63%
|
|
|
8
|
Pacific Financial Group
Bellevue,
Washington
|
$1.99M
|
+$1.88M
|
+56,652
|
New
|
|
|
9
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.89M
|
-$765K
|
-23,088
|
-30%
|
|
|
10
|
Webster Bank
Waterbury,
Connecticut
|
$1.62M
|
-$43.1K
|
-1,300
|
-3%
|
|
|
11
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.26M
|
-$1.66K
|
-50
|
-0.1%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.2M
|
+$828
|
+25
|
+0.1%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.19M
|
-$25.3K
|
-765
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
+$17.6K
|
+530
|
+2%
|
|
|
15
|
WFG Advisors
Dallas,
Texas
|
$926K
|
+$833K
|
+25,148
|
+2,012%
|
|
|
16
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$863K
|
–
|
–
|
–
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$849K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$790K
|
-$117K
|
-3,540
|
-14%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$724K
|
+$425K
|
+12,842
|
+165%
|
|
|
20
|
Virtu KCG Holdings
New York
|
$676K
|
+$639K
|
+19,286
|
New
|
|
|
21
|
Concert Wealth Management
San Jose,
California
|
$661K
|
+$617K
|
+18,644
|
New
|
|
|
22
|
Osborne Partners Capital Management
San Francisco,
California
|
$658K
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$612K
|
-$32.7K
|
-988
|
-5%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$257K
|
+$242K
|
+7,317
|
New
|
|
|
25
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$250K
|
–
|
–
|
–
|
|
