|
1
|
Wells Fargo
San Francisco,
California
|
$23.1M
|
+$6.11M
|
+291,561
|
+36%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$17.5M
|
+$606K
|
+28,945
|
+4%
|
|
|
3
|
|
$14.4M
|
+$1.51M
|
+71,913
|
+12%
|
|
|
4
|
Fusion Family Wealth
Woodbury,
New York
|
$9.31M
|
+$2.73M
|
+130,119
|
+41%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.3M
|
+$2.67M
|
+127,390
|
+57%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.97M
|
-$1.74M
|
-82,852
|
-20%
|
|
|
7
|
First Command Bank
Fort Worth,
Texas
|
$6.9M
|
+$1.17M
|
+56,039
|
+20%
|
|
|
8
|
First Command Financial Services
Fort Worth,
Texas
|
$6.9M
|
+$1.17M
|
+56,039
|
+20%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.82M
|
+$437K
|
+20,869
|
+8%
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$4.57M
|
+$4.59M
|
+218,920
|
New
|
|
|
11
|
Vigilant Capital Management
Portland,
Maine
|
$4.51M
|
+$1.48M
|
+70,598
|
+49%
|
|
|
12
|
IMA Advisory Services
Denver,
Colorado
|
$4.29M
|
+$9.78K
|
+467
|
+0.2%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$4.07M
|
+$644K
|
+30,730
|
+19%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.95M
|
+$91.8K
|
+4,383
|
+2%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.51M
|
+$966K
|
+46,117
|
+38%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.1M
|
+$631K
|
+30,120
|
+25%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.1M
|
+$317K
|
+15,146
|
+11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.62M
|
+$80.6K
|
+3,847
|
+3%
|
|
|
19
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.59M
|
-$132K
|
-6,312
|
-5%
|
|
|
20
|
Mirador Capital Partners
Pleasanton,
California
|
$2.01M
|
+$80.4K
|
+3,838
|
+4%
|
|
|
21
|
Pacific Sun Financial
Los Angeles,
California
|
$2.01M
|
+$2.02M
|
+96,323
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.94M
|
+$1.55M
|
+73,750
|
+387%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.92M
|
+$1.92M
|
+91,681
|
New
|
|
|
24
|
Cribstone Capital Management
Augusta,
Maine
|
$1.41M
|
+$178K
|
+8,513
|
+15%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$856K
|
+$161K
|
+7,684
|
+23%
|
|