|
1
|
Wells Fargo
San Francisco,
California
|
$26.4M
|
+$6.03M
|
+284,595
|
+29%
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$24.9M
|
+$534K
|
+25,184
|
+2%
|
|
|
3
|
WBI Investments
Red Bank,
New Jersey
|
$20.2M
|
-$3.92M
|
-185,136
|
-16%
|
|
|
4
|
Private Vista
Chicago,
Illinois
|
$17.4M
|
+$3.57M
|
+168,439
|
+26%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
+$1.48M
|
+69,988
|
+9%
|
|
|
6
|
|
$14.7M
|
+$403K
|
+19,028
|
+3%
|
|
|
7
|
Nottingham Advisors
Amherst,
New York
|
$13.8M
|
-$2.14M
|
-101,139
|
-13%
|
|
|
8
|
GM Advisory Group
Melville,
New York
|
$10M
|
+$748K
|
+35,300
|
+8%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$9.03M
|
+$283K
|
+13,345
|
+3%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$8.61M
|
+$483K
|
+22,794
|
+6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.53M
|
+$671K
|
+31,642
|
+10%
|
|
|
12
|
Fusion Family Wealth
Woodbury,
New York
|
$6.73M
|
+$6.79M
|
+320,204
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.92M
|
+$113K
|
+5,316
|
+2%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.79M
|
+$597K
|
+28,171
|
+14%
|
|
|
15
|
First Command Bank
Fort Worth,
Texas
|
$4.32M
|
+$4.37M
|
+206,335
|
New
|
|
|
16
|
First Command Financial Services
Fort Worth,
Texas
|
$4.32M
|
+$4.37M
|
+206,335
|
New
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.91M
|
+$273K
|
+12,875
|
+7%
|
|
|
18
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3.69M
|
+$3.74M
|
+176,275
|
New
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.6M
|
-$165K
|
-7,793
|
-4%
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$3.51M
|
+$38K
|
+1,792
|
+1%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$3.14M
|
+$188K
|
+8,885
|
+6%
|
|
|
22
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$3.11M
|
+$282K
|
+13,320
|
+10%
|
|
|
23
|
Raub Brock Capital Management
Larkspur,
California
|
$2.94M
|
-$9.01K
|
-425
|
-0.3%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.84M
|
+$99K
|
+4,670
|
+4%
|
|
|
25
|
|
$2.58M
|
+$1.61M
|
+76,126
|
+161%
|
|
