|
1
|
Wells Fargo
San Francisco,
California
|
$31.9M
|
-$855K
|
-40,156
|
-3%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$28.3M
|
+$6.15M
|
+288,803
|
+28%
|
|
|
3
|
|
$26.2M
|
+$4.91M
|
+230,636
|
+23%
|
|
|
4
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$26.1M
|
+$846K
|
+39,768
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
-$15.7M
|
-736,739
|
-51%
|
|
|
6
|
Nottingham Advisors
Amherst,
New York
|
$14.2M
|
+$466K
|
+21,919
|
+3%
|
|
|
7
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$12.1M
|
+$521K
|
+24,470
|
+4%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$11.3M
|
+$362K
|
+17,004
|
+3%
|
|
|
9
|
GM Advisory Group
Melville,
New York
|
$11.1M
|
+$99K
|
+4,650
|
+0.9%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$10.6M
|
+$474K
|
+22,261
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.29M
|
-$324K
|
-15,233
|
-3%
|
|
|
12
|
Fusion Family Wealth
Woodbury,
New York
|
$9.26M
|
+$1.29M
|
+60,573
|
+16%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.77M
|
+$781K
|
+36,686
|
+13%
|
|
|
14
|
Evanston Advisors
Schaumburg,
Illinois
|
$6.06M
|
+$1.21M
|
+56,805
|
+25%
|
|
|
15
|
First Command Bank
Fort Worth,
Texas
|
$5.95M
|
+$643K
|
+30,197
|
+12%
|
|
|
16
|
First Command Financial Services
Fort Worth,
Texas
|
$5.95M
|
+$643K
|
+30,197
|
+12%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.66M
|
+$187K
|
+8,802
|
+3%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.41M
|
+$171K
|
+8,025
|
+3%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.82M
|
+$163K
|
+7,645
|
+3%
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$4.44M
|
+$262K
|
+12,323
|
+6%
|
|
|
21
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$4.12M
|
+$407K
|
+19,120
|
+11%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$3.82M
|
+$244K
|
+11,485
|
+7%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.63M
|
+$2.14M
|
+100,622
|
+144%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.07M
|
+$204K
|
+9,575
|
+7%
|
|
|
25
|
Raub Brock Capital Management
Larkspur,
California
|
$2.88M
|
-$43.9K
|
-2,065
|
-2%
|
|
