|
1
|
|
$26.8M
|
-$1.62M
|
-35,939
|
-6%
|
|
|
2
|
|
$16.1M
|
+$84.1K
|
+1,866
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
-$617K
|
-13,706
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.19M
|
-$9.05K
|
-201
|
-0.1%
|
|
|
5
|
Trillium Asset Management
Boston,
Massachusetts
|
$5.89M
|
-$491K
|
-10,897
|
-8%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$3.82M
|
+$33.6K
|
+746
|
+0.9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.14M
|
+$154K
|
+3,422
|
+5%
|
|
|
8
|
|
$3.02M
|
-$1.18M
|
-26,160
|
-29%
|
|
|
9
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.92M
|
-$252K
|
-5,597
|
-8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.87M
|
+$32.3K
|
+718
|
+1%
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.5M
|
+$80.6K
|
+1,790
|
+3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.67M
|
-$55.7K
|
-1,237
|
-3%
|
|
|
13
|
American International Group
New York
|
$1.65M
|
-$178K
|
-3,962
|
-10%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.64M
|
+$61.1K
|
+1,356
|
+4%
|
|
|
15
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.52M
|
+$1.49M
|
+33,004
|
New
|
|
|
16
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.31M
|
+$1.28M
|
+28,325
|
New
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.29M
|
-$45K
|
-998
|
-3%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$1.15M
|
–
|
–
|
–
|
|
|
19
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.15M
|
–
|
–
|
–
|
|
|
20
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.14M
|
–
|
–
|
–
|
|
|
21
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.09M
|
-$9.69K
|
-215
|
-0.9%
|
|
|
22
|
Concert Wealth Management
San Jose,
California
|
$896K
|
–
|
–
|
–
|
|
|
23
|
Osborne Partners Capital Management
San Francisco,
California
|
$863K
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$733K
|
-$127K
|
-2,816
|
-15%
|
|
|
25
|
Webster Bank
Waterbury,
Connecticut
|
$658K
|
-$43.9K
|
-975
|
-6%
|
|
