|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$14.9M
|
+$371K
|
+18,027
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
-$1.5M
|
-73,100
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
+$1.03M
|
+50,215
|
+10%
|
|
|
4
|
|
$9.93M
|
+$1.05M
|
+50,922
|
+12%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$9.21M
|
+$7.29M
|
+354,284
|
+390%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.74M
|
+$1.84M
|
+89,291
|
+47%
|
|
|
7
|
First Command Bank
Fort Worth,
Texas
|
$4.22M
|
+$1.54M
|
+75,039
|
+58%
|
|
|
8
|
First Command Financial Services
Fort Worth,
Texas
|
$4.22M
|
+$1.54M
|
+75,039
|
+58%
|
|
|
9
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$3.64M
|
+$576K
|
+27,980
|
+19%
|
|
|
10
|
Raub Brock Capital Management
Larkspur,
California
|
$3.25M
|
+$3.23M
|
+157,045
|
New
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$3.05M
|
+$302K
|
+14,677
|
+11%
|
|
|
12
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.65M
|
+$524K
|
+25,461
|
+25%
|
|
|
13
|
|
$2.38M
|
+$1.08M
|
+52,306
|
+84%
|
|
|
14
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.35M
|
+$843K
|
+40,943
|
+57%
|
|
|
15
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.09M
|
–
|
–
|
–
|
|
|
16
|
Wolverine Trading
Chicago,
Illinois
|
$2.03M
|
+$1.34M
|
+64,966
|
+196%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$1.35M
|
+$1.34M
|
+65,137
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.29M
|
+$258K
|
+12,543
|
+25%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.22M
|
+$60.5K
|
+2,940
|
+5%
|
|
|
20
|
Cribstone Capital Management
Augusta,
Maine
|
$1.18M
|
+$146K
|
+7,077
|
+14%
|
|
|
21
|
IMA Advisory Services
Denver,
Colorado
|
$973K
|
-$87K
|
-4,227
|
-8%
|
|
|
22
|
Mirador Capital Partners
Pleasanton,
California
|
$838K
|
+$56K
|
+2,722
|
+7%
|
|
|
23
|
Financial Advisory Group
Houston,
Texas
|
$818K
|
+$814K
|
+39,520
|
New
|
|
|
24
|
Vigilant Capital Management
Portland,
Maine
|
$756K
|
+$190K
|
+9,238
|
+34%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$743K
|
-$197K
|
-9,578
|
-21%
|
|
