|
1
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$8.51M
|
+425,153
|
+240%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.81M
|
+$1.25M
|
+62,476
|
+20%
|
|
|
3
|
IMA Advisory Services
Denver,
Colorado
|
$6.53M
|
+$3.72M
|
+185,814
|
+141%
|
|
|
4
|
|
$6.26M
|
+$1.23M
|
+61,643
|
+25%
|
|
|
5
|
|
$4.02M
|
+$2.84M
|
+141,642
|
+267%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.32M
|
+$206K
|
+10,302
|
+7%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$1.91M
|
+$94.2K
|
+4,703
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
+$53.1K
|
+2,654
|
+5%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$1.12M
|
+56,063
|
New
|
|
|
10
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.08M
|
+$768K
|
+38,381
|
+273%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.03M
|
+$436K
|
+21,780
|
+77%
|
|
|
12
|
Linscomb Wealth
Houston,
Texas
|
$664K
|
-$19.7K
|
-983
|
-3%
|
|
|
13
|
FCG Advisors
Chatham,
New Jersey
|
$467K
|
+$1.1K
|
+55
|
+0.2%
|
|
|
14
|
Howe & Rusling
Rochester,
New York
|
$446K
|
+$98.3K
|
+4,910
|
+29%
|
|
|
15
|
Boston Advisors
Boston,
Massachusetts
|
$279K
|
+$270K
|
+13,502
|
New
|
|
|
16
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$276K
|
+$15K
|
+750
|
+6%
|
|
|
17
|
Gupta Wealth Management
San Diego,
California
|
$268K
|
–
|
–
|
–
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$221K
|
-$115K
|
-5,767
|
-35%
|
|
|
19
|
HHG & Company
Darien,
Connecticut
|
$217K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$213K
|
-$102K
|
-5,107
|
-33%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$126K
|
+$107K
|
+5,360
|
+729%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$107K
|
-$89.8K
|
-4,485
|
-46%
|
|
|
23
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$93K
|
+$40.4K
|
+2,019
|
+81%
|
|
|
24
|
Trust Company
Manhattan,
Kansas
|
$28K
|
-$44.7K
|
-2,235
|
-62%
|
|
|
25
|
Argentus Capital Management
Dallas,
Texas
|
$18K
|
+$17.5K
|
+873
|
New
|
|
