|
1
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$2.99M
|
+142,338
|
+21%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$17M
|
+$5.33M
|
+254,184
|
+46%
|
|
|
3
|
|
$12.9M
|
-$16.4K
|
-783
|
-0.1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.73M
|
-$5.01M
|
-238,796
|
-36%
|
|
|
5
|
Fusion Family Wealth
Woodbury,
New York
|
$6.61M
|
+$1.66M
|
+79,322
|
+34%
|
|
|
6
|
First Command Bank
Fort Worth,
Texas
|
$5.75M
|
+$418K
|
+19,934
|
+8%
|
|
|
7
|
First Command Financial Services
Fort Worth,
Texas
|
$5.75M
|
+$418K
|
+19,934
|
+8%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.41M
|
-$55.3K
|
-2,638
|
-1%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.66M
|
+$4.66M
|
+222,022
|
New
|
|
|
10
|
IMA Advisory Services
Denver,
Colorado
|
$4.29M
|
+$118K
|
+5,612
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.87M
|
+$94.7K
|
+4,514
|
+3%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$3.44M
|
+$474K
|
+22,572
|
+16%
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$3.05M
|
+$1.16M
|
+55,280
|
+61%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.79M
|
+$664K
|
+31,669
|
+31%
|
|
|
15
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.73M
|
+$335K
|
+15,960
|
+14%
|
|
|
16
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.56M
|
+$156K
|
+7,457
|
+7%
|
|
|
17
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.56M
|
+$226K
|
+10,765
|
+10%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.55M
|
+$751K
|
+35,800
|
+42%
|
|
|
19
|
Mirador Capital Partners
Pleasanton,
California
|
$1.94M
|
+$655K
|
+31,202
|
+51%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.57M
|
+$414K
|
+19,749
|
+36%
|
|
|
21
|
Cribstone Capital Management
Augusta,
Maine
|
$1.23M
|
+$314K
|
+14,964
|
+34%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$834K
|
+$264K
|
+12,600
|
+46%
|
|
|
23
|
|
$777K
|
-$598K
|
-28,502
|
-43%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$753K
|
-$20K
|
-955
|
-3%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$697K
|
+$23K
|
+1,095
|
+3%
|
|
