|
1
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
-$49.6K
|
-2,426
|
-0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
-$3.74M
|
-182,724
|
-23%
|
|
|
3
|
|
$11.9M
|
+$1.23M
|
+59,891
|
+12%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.6M
|
+$1.37M
|
+67,124
|
+15%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.19M
|
+$5.16M
|
+252,312
|
New
|
|
|
6
|
First Command Bank
Fort Worth,
Texas
|
$4.6M
|
+$914K
|
+44,674
|
+25%
|
|
|
7
|
First Command Financial Services
Fort Worth,
Texas
|
$4.6M
|
+$914K
|
+44,674
|
+25%
|
|
|
8
|
IMA Advisory Services
Denver,
Colorado
|
$4.18M
|
-$1.79M
|
-87,530
|
-30%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.62M
|
+$1.28M
|
+62,449
|
+55%
|
|
|
10
|
Fusion Family Wealth
Woodbury,
New York
|
$2.6M
|
+$1.58M
|
+77,167
|
+156%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$2.6M
|
+$249K
|
+12,184
|
+11%
|
|
|
12
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.53M
|
+$179K
|
+8,748
|
+8%
|
|
|
13
|
|
$2.37M
|
+$2.35M
|
+115,015
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$2.34M
|
+$149K
|
+7,257
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.94M
|
+$269K
|
+13,128
|
+16%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.81M
|
+$1.21M
|
+58,985
|
+205%
|
|
|
17
|
Vigilant Capital Management
Portland,
Maine
|
$1.67M
|
+$811K
|
+39,608
|
+96%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
+$20.1K
|
+981
|
+1%
|
|
|
19
|
Virtu KCG Holdings
New York
|
$1.18M
|
+$1.18M
|
+57,519
|
New
|
|
|
20
|
Mirador Capital Partners
Pleasanton,
California
|
$887K
|
+$54.7K
|
+2,671
|
+7%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$805K
|
+$798K
|
+38,979
|
New
|
|
|
22
|
Howe & Rusling
Rochester,
New York
|
$712K
|
+$172K
|
+8,420
|
+32%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$696K
|
+$693K
|
+33,855
|
New
|
|
|
24
|
Cribstone Capital Management
Augusta,
Maine
|
$670K
|
+$104K
|
+5,089
|
+19%
|
|
|
25
|
Linscomb Wealth
Houston,
Texas
|
$630K
|
+$266
|
+13
|
+0%
|
|
