|
1
|
Bank of America
Charlotte,
North Carolina
|
$23.5M
|
+$1.1M
|
+55,031
|
+5%
|
|
|
2
|
Fusion Family Wealth
Woodbury,
New York
|
$17.5M
|
+$113K
|
+5,682
|
+0.7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
-$4.22M
|
-211,973
|
-20%
|
|
|
4
|
|
$15.9M
|
-$511K
|
-25,661
|
-3%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.6M
|
-$230K
|
-11,570
|
-1%
|
|
|
6
|
Eastern Bank
Boston,
Massachusetts
|
$14.7M
|
+$351K
|
+17,622
|
+2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.04M
|
+$153K
|
+7,665
|
+2%
|
|
|
8
|
First Command Bank
Fort Worth,
Texas
|
$8.72M
|
-$8.68M
|
-436,273
|
-50%
|
|
|
9
|
First Command Financial Services
Fort Worth,
Texas
|
$8.72M
|
-$8.68M
|
-436,273
|
-50%
|
|
|
10
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$8.02M
|
+$925K
|
+46,491
|
+13%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.2M
|
-$12.1K
|
-608
|
-0.2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.3M
|
+$78.8K
|
+3,960
|
+1%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$5.46M
|
-$62.9K
|
-3,160
|
-1%
|
|
|
14
|
Klingman & Associates
New York
|
$5.07M
|
+$4.74M
|
+238,268
|
+1,507%
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$4M
|
+$194K
|
+9,748
|
+5%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.29M
|
+$57.8K
|
+2,903
|
+2%
|
|
|
17
|
IMA Advisory Services
Denver,
Colorado
|
$3.27M
|
-$203K
|
-10,193
|
-6%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.27M
|
+$960K
|
+48,207
|
+42%
|
|
|
19
|
Raub Brock Capital Management
Larkspur,
California
|
$2.92M
|
-$214K
|
-10,775
|
-7%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$2.76M
|
+$89.9K
|
+4,517
|
+3%
|
|
|
21
|
Cribstone Capital Management
Augusta,
Maine
|
$2.45M
|
+$282K
|
+14,168
|
+13%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.44M
|
-$253K
|
-12,700
|
-9%
|
|
|
23
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.39M
|
+$43.5K
|
+2,186
|
+2%
|
|
|
24
|
Ironwood Financial
Tucson,
Arizona
|
$2.19M
|
+$686K
|
+34,439
|
+46%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.94M
|
+$1.62M
|
+81,210
|
+514%
|
|
