|
1
|
Bank of America
Charlotte,
North Carolina
|
$29.5M
|
+$5.03M
|
+246,950
|
+21%
|
|
|
2
|
|
$19.7M
|
+$3.13M
|
+153,576
|
+19%
|
|
|
3
|
Private Vista
Chicago,
Illinois
|
$18.4M
|
+$18.1M
|
+888,742
|
New
|
|
|
4
|
Fusion Family Wealth
Woodbury,
New York
|
$18.2M
|
+$43.3K
|
+2,125
|
+0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18M
|
+$691K
|
+33,934
|
+4%
|
|
|
6
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$17.1M
|
+$16.8M
|
+825,712
|
New
|
|
|
7
|
Eastern Bank
Boston,
Massachusetts
|
$16.9M
|
+$1.58M
|
+77,552
|
+11%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.4M
|
+$1.03M
|
+50,741
|
+11%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.28M
|
-$6.75M
|
-331,475
|
-43%
|
|
|
10
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$9.27M
|
+$933K
|
+45,804
|
+11%
|
|
|
11
|
First Command Bank
Fort Worth,
Texas
|
$8.95M
|
-$101K
|
-4,976
|
-1%
|
|
|
12
|
First Command Financial Services
Fort Worth,
Texas
|
$8.95M
|
-$101K
|
-4,976
|
-1%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.51M
|
+$39.7K
|
+1,947
|
+0.5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7M
|
+$453K
|
+22,233
|
+7%
|
|
|
15
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$5.99M
|
+$314K
|
+15,415
|
+6%
|
|
|
16
|
Klingman & Associates
New York
|
$5.61M
|
+$332K
|
+16,298
|
+6%
|
|
|
17
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$4.44M
|
+$274K
|
+13,467
|
+7%
|
|
|
18
|
Ironwood Financial
Tucson,
Arizona
|
$4.13M
|
+$1.82M
|
+89,459
|
+81%
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$3.63M
|
+$226K
|
+11,096
|
+7%
|
|
|
20
|
|
$3.58M
|
+$2.9M
|
+142,505
|
+475%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.54M
|
+$134K
|
+6,589
|
+4%
|
|
|
22
|
Raub Brock Capital Management
Larkspur,
California
|
$3.04M
|
+$17.9K
|
+880
|
+0.6%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$2.8M
|
-$61.8K
|
-3,034
|
-2%
|
|
|
24
|
Cribstone Capital Management
Augusta,
Maine
|
$2.55M
|
+$10.7K
|
+524
|
+0.4%
|
|
|
25
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.54M
|
+$54K
|
+2,654
|
+2%
|
|
