|
1
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
+$9.58M
|
+456,241
|
+62%
|
|
|
2
|
|
$15.1M
|
+$2M
|
+95,239
|
+15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
+$1.59M
|
+75,871
|
+15%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$11.7M
|
+$1.15M
|
+54,904
|
+11%
|
|
|
5
|
GM Advisory Group
Melville,
New York
|
$11.4M
|
+$11.5M
|
+547,781
|
New
|
|
|
6
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$9.49M
|
+$5.16M
|
+245,885
|
+117%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.15M
|
-$327K
|
-15,599
|
-4%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.47M
|
+$2.34M
|
+111,649
|
+45%
|
|
|
9
|
Private Vista
Chicago,
Illinois
|
$7.22M
|
+$3.81M
|
+181,763
|
+110%
|
|
|
10
|
First Command Bank
Fort Worth,
Texas
|
$6.68M
|
+$843K
|
+40,185
|
+14%
|
|
|
11
|
First Command Financial Services
Fort Worth,
Texas
|
$6.68M
|
+$843K
|
+40,185
|
+14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.74M
|
+$71K
|
+3,382
|
+1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.46M
|
+$5.5M
|
+262,160
|
New
|
|
|
14
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$4.61M
|
+$3.78M
|
+180,124
|
+436%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.03M
|
+$1.05M
|
+50,219
|
+35%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$3.99M
|
+$171K
|
+8,168
|
+4%
|
|
|
17
|
Pring Turner Capital Group
Alamo,
California
|
$3.12M
|
+$3.15M
|
+149,910
|
New
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.12M
|
+$458K
|
+21,830
|
+17%
|
|
|
19
|
Raub Brock Capital Management
Larkspur,
California
|
$3.09M
|
-$49.4K
|
-2,355
|
-2%
|
|
|
20
|
Mirador Capital Partners
Pleasanton,
California
|
$2.6M
|
+$202K
|
+9,635
|
+8%
|
|
|
21
|
Pacific Sun Financial
Los Angeles,
California
|
$2.6M
|
+$2.62M
|
+124,932
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.26M
|
+$486K
|
+23,137
|
+27%
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.26M
|
+$1.15M
|
+54,927
|
+103%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.23M
|
+$2.25M
|
+107,269
|
New
|
|
|
25
|
Vigilant Capital Management
Portland,
Maine
|
$2.21M
|
+$992K
|
+47,278
|
+81%
|
|
