|
1
|
Wells Fargo
San Francisco,
California
|
$32.1M
|
+$1.19M
|
+55,758
|
+4%
|
|
|
2
|
|
$31.5M
|
+$2.42M
|
+113,826
|
+8%
|
|
|
3
|
Private Vista
Chicago,
Illinois
|
$30.7M
|
+$6.61M
|
+310,731
|
+28%
|
|
|
4
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$25.2M
|
+$819K
|
+38,487
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
+$1.74M
|
+81,858
|
+8%
|
|
|
6
|
Evanston Advisors
Schaumburg,
Illinois
|
$19.2M
|
+$774K
|
+36,370
|
+4%
|
|
|
7
|
Synovus Financial
Columbus,
Georgia
|
$17.5M
|
-$367K
|
-17,263
|
-2%
|
|
|
8
|
Affinity Wealth Management
Wilmington,
Delaware
|
$17.4M
|
+$1.2M
|
+56,609
|
+7%
|
|
|
9
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$12.9M
|
+$979K
|
+46,020
|
+8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$12.6M
|
+$3M
|
+140,816
|
+31%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$11.1M
|
+$535K
|
+25,152
|
+5%
|
|
|
12
|
GM Advisory Group
Melville,
New York
|
$9.77M
|
-$287K
|
-13,480
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$9.12M
|
-$3.43M
|
-161,001
|
-27%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.64M
|
+$177K
|
+8,332
|
+3%
|
|
|
15
|
First Command Bank
Fort Worth,
Texas
|
$5.51M
|
+$952K
|
+44,751
|
+21%
|
|
|
16
|
First Command Financial Services
Fort Worth,
Texas
|
$5.51M
|
+$952K
|
+44,751
|
+21%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.5M
|
+$650K
|
+30,542
|
+13%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.38M
|
+$173K
|
+8,126
|
+3%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.79M
|
+$388K
|
+18,228
|
+9%
|
|
|
20
|
FCG Advisors
Chatham,
New Jersey
|
$4.71M
|
+$385K
|
+18,089
|
+9%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$4.71M
|
+$469K
|
+22,048
|
+11%
|
|
|
22
|
Fusion Family Wealth
Woodbury,
New York
|
$4.69M
|
-$911K
|
-42,832
|
-16%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$4.25M
|
+$616K
|
+28,969
|
+17%
|
|
|
24
|
IMA Advisory Services
Denver,
Colorado
|
$4.2M
|
-$52K
|
-2,446
|
-1%
|
|
|
25
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$4M
|
+$388K
|
+18,230
|
+11%
|
|
