|
1
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
-$3.16M
|
-151,845
|
-17%
|
|
|
2
|
Affinity Wealth Management
Wilmington,
Delaware
|
$14.4M
|
+$452K
|
+21,753
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.86M
|
+$3.61M
|
+173,510
|
+56%
|
|
|
4
|
|
$8.78M
|
+$42.6K
|
+2,051
|
+0.5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.85M
|
+$1.01M
|
+48,571
|
+35%
|
|
|
6
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$3.03M
|
+$3.08M
|
+148,040
|
New
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$2.71M
|
+$115K
|
+5,553
|
+4%
|
|
|
8
|
First Command Bank
Fort Worth,
Texas
|
$2.64M
|
+$2.68M
|
+128,913
|
New
|
|
|
9
|
First Command Financial Services
Fort Worth,
Texas
|
$2.64M
|
+$2.68M
|
+128,913
|
New
|
|
|
10
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.1M
|
+$380K
|
+18,295
|
+22%
|
|
|
11
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.07M
|
+$473K
|
+22,740
|
+29%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.94M
|
-$384K
|
-18,448
|
-16%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$1.86M
|
+$1.89M
|
+90,831
|
New
|
|
|
14
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.49M
|
+$874K
|
+42,014
|
+139%
|
|
|
15
|
|
$1.28M
|
-$20.5M
|
-986,053
|
-94%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.14M
|
+$178K
|
+8,576
|
+18%
|
|
|
17
|
IMA Advisory Services
Denver,
Colorado
|
$1.05M
|
-$270K
|
-12,987
|
-20%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$317K
|
+15,258
|
+44%
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
$1.02M
|
+$406K
|
+19,535
|
+65%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$931K
|
-$115K
|
-5,518
|
-11%
|
|
|
21
|
Mirador Capital Partners
Pleasanton,
California
|
$774K
|
+$786K
|
+37,788
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$699K
|
+$93.9K
|
+4,515
|
+15%
|
|
|
23
|
Wolverine Trading
Chicago,
Illinois
|
$680K
|
+$423K
|
+20,321
|
+157%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$667K
|
-$33.1K
|
-1,590
|
-5%
|
|
|
25
|
Vigilant Capital Management
Portland,
Maine
|
$559K
|
+$73.9K
|
+3,552
|
+15%
|
|
