|
1
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
+$1.79M
|
+86,204
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
+$991K
|
+47,829
|
+7%
|
|
|
3
|
|
$10.6M
|
+$511K
|
+24,644
|
+5%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.19M
|
+$5.06M
|
+244,339
|
+119%
|
|
|
5
|
IMA Advisory Services
Denver,
Colorado
|
$5.94M
|
-$459K
|
-22,142
|
-7%
|
|
|
6
|
First Command Bank
Fort Worth,
Texas
|
$3.66M
|
+$3.71M
|
+179,049
|
New
|
|
|
7
|
First Command Financial Services
Fort Worth,
Texas
|
$3.66M
|
+$3.71M
|
+179,049
|
New
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$2.34M
|
+$147K
|
+7,075
|
+7%
|
|
|
9
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.34M
|
+$203K
|
+9,784
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$252K
|
+12,145
|
+12%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.18M
|
+$293K
|
+14,157
|
+15%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.66M
|
-$235K
|
-11,320
|
-12%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.44M
|
+$681K
|
+32,875
|
+88%
|
|
|
14
|
Wolverine Trading
Chicago,
Illinois
|
$1.37M
|
-$635K
|
-30,654
|
-31%
|
|
|
15
|
Fusion Family Wealth
Woodbury,
New York
|
$1.02M
|
+$1.03M
|
+49,486
|
New
|
|
|
16
|
Vigilant Capital Management
Portland,
Maine
|
$847K
|
+$266K
|
+12,823
|
+45%
|
|
|
17
|
Mirador Capital Partners
Pleasanton,
California
|
$826K
|
+$838K
|
+40,441
|
New
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$626K
|
-$32.9K
|
-1,590
|
-5%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$590K
|
+$596K
|
+28,740
|
New
|
|
|
20
|
Cribstone Capital Management
Augusta,
Maine
|
$560K
|
+$483K
|
+23,295
|
+561%
|
|
|
21
|
Boston Advisors
Boston,
Massachusetts
|
$542K
|
-$155K
|
-7,501
|
-22%
|
|
|
22
|
Howe & Rusling
Rochester,
New York
|
$535K
|
-$5.39K
|
-260
|
-1%
|
|
|
23
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$486K
|
+$47.2K
|
+2,276
|
+11%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$480K
|
+$114K
|
+5,519
|
+31%
|
|
|
25
|
FCG Advisors
Chatham,
New Jersey
|
$424K
|
+$684
|
+33
|
+0.2%
|
|
