|
1
|
Wells Fargo
San Francisco,
California
|
$24.5M
|
-$136K
|
-6,756
|
-0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
+$13.6M
|
+680,034
|
+182%
|
|
|
3
|
First Command Bank
Fort Worth,
Texas
|
$16.5M
|
+$8.78M
|
+437,610
|
+114%
|
|
|
4
|
First Command Financial Services
Fort Worth,
Texas
|
$16.5M
|
+$8.78M
|
+437,610
|
+114%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$16.2M
|
-$501K
|
-24,986
|
-3%
|
|
|
6
|
|
$15.6M
|
+$1.4M
|
+69,964
|
+10%
|
|
|
7
|
Fusion Family Wealth
Woodbury,
New York
|
$14M
|
+$14M
|
+699,492
|
New
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$13.9M
|
+$843K
|
+41,988
|
+6%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.68M
|
+$504K
|
+25,138
|
+6%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.08M
|
+$61.3K
|
+3,052
|
+0.9%
|
|
|
11
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$6.24M
|
+$6.24M
|
+310,759
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.99M
|
+$935K
|
+46,592
|
+19%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$5.22M
|
+$255K
|
+12,725
|
+5%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$4.18M
|
+$4.18M
|
+208,479
|
New
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.71M
|
+$3.68M
|
+183,542
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.3M
|
+$2.34M
|
+116,555
|
+243%
|
|
|
17
|
IMA Advisory Services
Denver,
Colorado
|
$3.28M
|
-$899K
|
-44,785
|
-22%
|
|
|
18
|
Mirador Capital Partners
Pleasanton,
California
|
$3.15M
|
+$3.15M
|
+156,768
|
New
|
|
|
19
|
Raub Brock Capital Management
Larkspur,
California
|
$3.13M
|
+$16.1K
|
+800
|
+0.5%
|
|
|
20
|
|
$2.97M
|
+$2.97M
|
+147,933
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.69M
|
-$1.01M
|
-50,165
|
-27%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$2.49M
|
+$1.04K
|
+52
|
+0%
|
|
|
23
|
Cribstone Capital Management
Augusta,
Maine
|
$1.99M
|
+$480K
|
+23,925
|
+32%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.87M
|
+$1.22M
|
+60,855
|
+189%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.84M
|
+$1.84M
|
+91,681
|
New
|
|
