|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.3M
|
+$1.72M
|
+80,757
|
+5%
|
|
|
2
|
|
$31.7M
|
+$5.1M
|
+239,164
|
+19%
|
|
|
3
|
Private Vista
Chicago,
Illinois
|
$24.1M
|
+$890K
|
+41,723
|
+4%
|
|
|
4
|
Fusion Family Wealth
Woodbury,
New York
|
$20.5M
|
+$1.07M
|
+50,142
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$20.1M
|
+$4.69M
|
+219,784
|
+31%
|
|
|
6
|
Eastern Bank
Boston,
Massachusetts
|
$18.4M
|
+$222K
|
+10,421
|
+1%
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$16.7M
|
-$375K
|
-17,583
|
-2%
|
|
|
8
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$11.5M
|
+$789K
|
+36,991
|
+7%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
+$286K
|
+13,389
|
+3%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.1M
|
+$247K
|
+11,588
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.6M
|
+$316K
|
+14,815
|
+3%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.56M
|
+$467K
|
+21,871
|
+6%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$8.48M
|
+$1.6M
|
+74,902
|
+23%
|
|
|
14
|
First Command Bank
Fort Worth,
Texas
|
$8.46M
|
-$506K
|
-23,708
|
-6%
|
|
|
15
|
First Command Financial Services
Fort Worth,
Texas
|
$8.46M
|
-$506K
|
-23,708
|
-6%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$7.46M
|
+$1.12M
|
+52,392
|
+18%
|
|
|
17
|
Klingman & Associates
New York
|
$6.23M
|
+$156K
|
+7,300
|
+3%
|
|
|
18
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$5.64M
|
+$4M
|
+187,376
|
+247%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$5.37M
|
+$290K
|
+13,593
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.2M
|
+$2.64M
|
+123,912
|
+104%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$4.54M
|
+$344K
|
+16,145
|
+8%
|
|
|
22
|
IMA Advisory Services
Denver,
Colorado
|
$3.85M
|
+$2.84K
|
+133
|
+0.1%
|
|
|
23
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.75M
|
+$3.74M
|
+175,093
|
New
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$3.54M
|
+$392K
|
+18,356
|
+12%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$3.42M
|
+$3.4M
|
+159,571
|
New
|
|
