|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$3.99M
|
+190,892
|
+13%
|
|
|
2
|
|
$26.3M
|
+$6.04M
|
+289,113
|
+30%
|
|
|
3
|
Private Vista
Chicago,
Illinois
|
$23M
|
+$4.07M
|
+195,021
|
+22%
|
|
|
4
|
Fusion Family Wealth
Woodbury,
New York
|
$19.2M
|
+$557K
|
+26,672
|
+3%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$18M
|
+$704K
|
+33,696
|
+4%
|
|
|
6
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$16.9M
|
-$586K
|
-28,056
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$3.17M
|
-151,980
|
-17%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11M
|
+$282K
|
+13,510
|
+3%
|
|
|
9
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$10.6M
|
+$1.09M
|
+52,212
|
+12%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.79M
|
+$281K
|
+13,450
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.2M
|
+$1.99M
|
+95,382
|
+28%
|
|
|
12
|
First Command Bank
Fort Worth,
Texas
|
$8.89M
|
-$278K
|
-13,328
|
-3%
|
|
|
13
|
First Command Financial Services
Fort Worth,
Texas
|
$8.89M
|
-$278K
|
-13,328
|
-3%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.02M
|
+$318K
|
+15,236
|
+4%
|
|
|
15
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$6.82M
|
+$663K
|
+31,765
|
+11%
|
|
|
16
|
|
$6.31M
|
+$2.6M
|
+124,513
|
+72%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$6.29M
|
+$6.18M
|
+295,903
|
New
|
|
|
18
|
Klingman & Associates
New York
|
$6.02M
|
+$274K
|
+13,100
|
+5%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$5.04M
|
+$480K
|
+22,977
|
+11%
|
|
|
20
|
Ironwood Financial
Tucson,
Arizona
|
$4.96M
|
+$717K
|
+34,346
|
+17%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$4.2M
|
+$550K
|
+26,320
|
+15%
|
|
|
22
|
IMA Advisory Services
Denver,
Colorado
|
$3.82M
|
+$98.3K
|
+4,710
|
+3%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$3.11M
|
+$240K
|
+11,491
|
+8%
|
|
|
24
|
Raub Brock Capital Management
Larkspur,
California
|
$3.02M
|
-$95.6K
|
-4,580
|
-3%
|
|
|
25
|
Cribstone Capital Management
Augusta,
Maine
|
$2.92M
|
+$302K
|
+14,457
|
+12%
|
|
