|
1
|
|
$10.2M
|
-$886K
|
-42,704
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.22M
|
+$1.23M
|
+59,407
|
+25%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.16M
|
-$2.73M
|
-131,299
|
-31%
|
|
|
4
|
First Command Bank
Fort Worth,
Texas
|
$4.57M
|
+$668K
|
+32,173
|
+17%
|
|
|
5
|
First Command Financial Services
Fort Worth,
Texas
|
$4.57M
|
+$668K
|
+32,173
|
+17%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.03M
|
+$2.69M
|
+129,420
|
+201%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.77M
|
+$751K
|
+36,165
|
+25%
|
|
|
8
|
|
$2.6M
|
+$2.6M
|
+125,162
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.37M
|
+$52.9K
|
+2,547
|
+2%
|
|
|
10
|
Mirador Capital Partners
Pleasanton,
California
|
$1.95M
|
+$655K
|
+31,533
|
+51%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$1.73M
|
+$522K
|
+25,166
|
+43%
|
|
|
12
|
Howe & Rusling
Rochester,
New York
|
$1.1M
|
+$1.1M
|
+53,005
|
New
|
|
|
13
|
3D Asset Management
Hartford,
Connecticut
|
$1.06M
|
+$7.51K
|
+362
|
+0.7%
|
|
|
14
|
|
$770K
|
+$769K
|
+37,050
|
New
|
|
|
15
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$734K
|
+$733K
|
+35,295
|
New
|
|
|
16
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$630K
|
+$6.14K
|
+296
|
+1%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$492K
|
-$164K
|
-7,889
|
-25%
|
|
|
18
|
Fusion Family Wealth
Woodbury,
New York
|
$365K
|
+$365K
|
+17,562
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$336K
|
+$57.5K
|
+2,772
|
+21%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$291K
|
+$57.2K
|
+2,756
|
+24%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$283K
|
-$1.57M
|
-75,649
|
-85%
|
|
|
22
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$273K
|
+$273K
|
+13,140
|
New
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$271K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$268K
|
+$264K
|
+12,697
|
+6,683%
|
|
|
25
|
|
$225K
|
+$224K
|
+10,800
|
New
|
|
