|
1
|
Wells Fargo
San Francisco,
California
|
$14M
|
-$2.37M
|
-114,161
|
-14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$1.2M
|
+57,530
|
+10%
|
|
|
3
|
|
$12.9M
|
+$767K
|
+36,882
|
+6%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.6M
|
+$799K
|
+38,426
|
+7%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.43M
|
+$171K
|
+8,236
|
+3%
|
|
|
6
|
First Command Bank
Fort Worth,
Texas
|
$5.3M
|
+$636K
|
+30,590
|
+14%
|
|
|
7
|
First Command Financial Services
Fort Worth,
Texas
|
$5.3M
|
+$636K
|
+30,590
|
+14%
|
|
|
8
|
Fusion Family Wealth
Woodbury,
New York
|
$4.92M
|
+$2.28M
|
+109,429
|
+86%
|
|
|
9
|
IMA Advisory Services
Denver,
Colorado
|
$4.15M
|
-$84K
|
-4,039
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
+$85.2K
|
+4,099
|
+2%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$2.95M
|
+$314K
|
+15,085
|
+12%
|
|
|
12
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.39M
|
-$178K
|
-8,547
|
-7%
|
|
|
13
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.38M
|
+$1.86M
|
+89,243
|
+356%
|
|
|
14
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.32M
|
+$478K
|
+23,010
|
+26%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.11M
|
+$151K
|
+7,238
|
+8%
|
|
|
16
|
Vigilant Capital Management
Portland,
Maine
|
$1.88M
|
+$192K
|
+9,229
|
+11%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.79M
|
+$1.08M
|
+52,037
|
+154%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.48M
|
-$5.72K
|
-275
|
-0.4%
|
|
|
19
|
|
$1.37M
|
-$1.03M
|
-49,471
|
-43%
|
|
|
20
|
Mirador Capital Partners
Pleasanton,
California
|
$1.28M
|
+$378K
|
+18,171
|
+42%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.15M
|
-$1.22M
|
-58,874
|
-52%
|
|
|
22
|
Cribstone Capital Management
Augusta,
Maine
|
$911K
|
+$232K
|
+11,160
|
+34%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$769K
|
-$46.5K
|
-2,235
|
-6%
|
|
|
24
|
Howe & Rusling
Rochester,
New York
|
$703K
|
-$18.6K
|
-895
|
-3%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$671K
|
+$64.7K
|
+3,110
|
+11%
|
|
