|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$15.8M
|
+$48K
|
+2,278
|
+0.3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$3.29M
|
+155,846
|
+27%
|
|
|
3
|
|
$13.3M
|
+$1.41M
|
+66,980
|
+12%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$10.7M
|
+$787K
|
+37,345
|
+8%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
+$7.42M
|
+351,788
|
+253%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.59M
|
-$3.21M
|
-152,270
|
-27%
|
|
|
7
|
First Command Bank
Fort Worth,
Texas
|
$5.92M
|
+$630K
|
+29,890
|
+12%
|
|
|
8
|
First Command Financial Services
Fort Worth,
Texas
|
$5.92M
|
+$630K
|
+29,890
|
+12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.74M
|
+$67.5K
|
+3,201
|
+1%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.22M
|
+$3.81M
|
+180,735
|
+272%
|
|
|
11
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$4.43M
|
+$294K
|
+13,930
|
+7%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$3.87M
|
+$538K
|
+25,510
|
+16%
|
|
|
13
|
Private Vista
Chicago,
Illinois
|
$3.48M
|
+$3.48M
|
+165,007
|
New
|
|
|
14
|
Raub Brock Capital Management
Larkspur,
California
|
$3.18M
|
-$54.1K
|
-2,565
|
-2%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.03M
|
+$297K
|
+14,111
|
+11%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.74M
|
+$98.5K
|
+4,670
|
+4%
|
|
|
17
|
Mirador Capital Partners
Pleasanton,
California
|
$2.43M
|
+$1.2M
|
+56,785
|
+97%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.17M
|
+$40K
|
+1,896
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
+$213K
|
+10,099
|
+13%
|
|
|
20
|
|
$1.79M
|
+$1.79M
|
+84,970
|
New
|
|
|
21
|
Cribstone Capital Management
Augusta,
Maine
|
$1.78M
|
+$318K
|
+15,101
|
+22%
|
|
|
22
|
Financial Advisory Group
Houston,
Texas
|
$1.62M
|
+$328K
|
+15,542
|
+26%
|
|
|
23
|
IMA Advisory Services
Denver,
Colorado
|
$1.46M
|
+$306K
|
+14,519
|
+27%
|
|
|
24
|
D. Scott Neal
Lexington,
Kentucky
|
$1.43M
|
+$1.43M
|
+67,755
|
New
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$1.31M
|
+$44.1K
|
+2,093
|
+3%
|
|
