|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
+$1.36M
|
+67,631
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$21.1M
|
-$3.51M
|
-174,227
|
-14%
|
|
|
3
|
First Command Bank
Fort Worth,
Texas
|
$17.5M
|
+$1.04M
|
+51,794
|
+6%
|
|
|
4
|
First Command Financial Services
Fort Worth,
Texas
|
$17.5M
|
+$1.04M
|
+51,794
|
+6%
|
|
|
5
|
Fusion Family Wealth
Woodbury,
New York
|
$17.5M
|
+$3.45M
|
+171,346
|
+24%
|
|
|
6
|
|
$16.5M
|
+$949K
|
+47,113
|
+6%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.9M
|
-$319K
|
-15,842
|
-2%
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$14.5M
|
+$517K
|
+25,685
|
+4%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.94M
|
+$250K
|
+12,436
|
+3%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.26M
|
+$163K
|
+8,076
|
+2%
|
|
|
11
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$7.14M
|
+$891K
|
+44,261
|
+14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.26M
|
+$269K
|
+13,344
|
+4%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$5.56M
|
+$332K
|
+16,475
|
+6%
|
|
|
14
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.8M
|
+$146K
|
+7,254
|
+4%
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$3.5M
|
+$213K
|
+10,587
|
+6%
|
|
|
16
|
Mirador Capital Partners
Pleasanton,
California
|
$3.31M
|
+$159K
|
+7,895
|
+5%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.3M
|
+$758K
|
+37,634
|
+30%
|
|
|
18
|
Raub Brock Capital Management
Larkspur,
California
|
$3.15M
|
+$17.1K
|
+850
|
+0.5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.71M
|
+$16.4K
|
+814
|
+0.6%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$2.69M
|
-$1.5M
|
-74,327
|
-36%
|
|
|
21
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.35M
|
+$2.37M
|
+117,556
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.32M
|
+$448K
|
+22,238
|
+24%
|
|
|
23
|
Cribstone Capital Management
Augusta,
Maine
|
$2.18M
|
+$183K
|
+9,095
|
+9%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.84M
|
–
|
–
|
–
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$1.59M
|
-$94K
|
-4,667
|
-6%
|
|
