|
1
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
-$4.77M
|
-226,568
|
-13%
|
|
|
2
|
|
$28.9M
|
+$2.69M
|
+127,772
|
+10%
|
|
|
3
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$24.2M
|
-$52.2K
|
-2,479
|
-0.2%
|
|
|
4
|
Private Vista
Chicago,
Illinois
|
$23.9M
|
+$6.32M
|
+299,885
|
+36%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20.8M
|
+$5.37M
|
+254,851
|
+35%
|
|
|
6
|
Evanston Advisors
Schaumburg,
Illinois
|
$18.3M
|
+$15.3M
|
+726,565
|
+522%
|
|
|
7
|
Synovus Financial
Columbus,
Georgia
|
$17.8M
|
+$997K
|
+47,327
|
+6%
|
|
|
8
|
Affinity Wealth Management
Wilmington,
Delaware
|
$16.1M
|
+$338K
|
+16,062
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$2.51M
|
+118,911
|
+25%
|
|
|
10
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$11.9M
|
+$7.92M
|
+375,627
|
+203%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$10.5M
|
+$1.2M
|
+56,828
|
+13%
|
|
|
12
|
GM Advisory Group
Melville,
New York
|
$9.98M
|
+$491K
|
+23,315
|
+5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$9.52M
|
+$1.19M
|
+56,496
|
+14%
|
|
|
14
|
Fusion Family Wealth
Woodbury,
New York
|
$5.56M
|
-$551K
|
-26,126
|
-9%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.43M
|
+$381K
|
+18,094
|
+8%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.35M
|
+$1.96M
|
+93,086
|
+58%
|
|
|
17
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.17M
|
+$354K
|
+16,819
|
+7%
|
|
|
18
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.83M
|
+$4.8M
|
+227,898
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.81M
|
+$4.3M
|
+203,827
|
+858%
|
|
|
20
|
First Command Bank
Fort Worth,
Texas
|
$4.53M
|
+$1.61M
|
+76,384
|
+55%
|
|
|
21
|
First Command Financial Services
Fort Worth,
Texas
|
$4.53M
|
+$1.61M
|
+76,384
|
+55%
|
|
|
22
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.37M
|
+$379K
|
+17,968
|
+10%
|
|
|
23
|
FCG Advisors
Chatham,
New Jersey
|
$4.3M
|
+$1.03M
|
+48,812
|
+32%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$4.22M
|
+$866K
|
+41,114
|
+26%
|
|
|
25
|
IMA Advisory Services
Denver,
Colorado
|
$4.22M
|
+$1.93M
|
+91,664
|
+85%
|
|
