|
1
|
|
$11.8M
|
+$520K
|
+25,751
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.4M
|
+$1.16M
|
+57,254
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.52M
|
+$1.39M
|
+68,667
|
+27%
|
|
|
4
|
First Command Bank
Fort Worth,
Texas
|
$6.18M
|
+$1.04M
|
+51,291
|
+20%
|
|
|
5
|
First Command Financial Services
Fort Worth,
Texas
|
$6.18M
|
+$1.04M
|
+51,291
|
+20%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.17M
|
+$292K
|
+14,427
|
+5%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.73M
|
-$31.1K
|
-1,540
|
-0.8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.8M
|
+$476K
|
+23,537
|
+20%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.65M
|
+$1.16M
|
+57,634
|
+233%
|
|
|
10
|
Howe & Rusling
Rochester,
New York
|
$1.21M
|
+$106K
|
+5,230
|
+9%
|
|
|
11
|
3D Asset Management
Hartford,
Connecticut
|
$1.02M
|
+$7.88K
|
+390
|
+0.8%
|
|
|
12
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$760K
|
+$32.8K
|
+1,625
|
+4%
|
|
|
13
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$644K
|
+$21.6K
|
+1,069
|
+3%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$515K
|
+$237K
|
+11,719
|
+84%
|
|
|
15
|
Anchor Investment Management
Columbia,
South Carolina
|
$428K
|
+$245K
|
+12,100
|
+130%
|
|
|
16
|
Cribstone Capital Management
Augusta,
Maine
|
$376K
|
+$128K
|
+6,310
|
+51%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$351K
|
-$23.6K
|
-1,170
|
-6%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$268K
|
-$2K
|
-99
|
-0.7%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$258K
|
+$264K
|
+13,073
|
New
|
|
|
20
|
LifePlan Financial Group
Dayton,
Ohio
|
$94K
|
+$94.5K
|
+4,676
|
New
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$37K
|
+$8.63K
|
+427
|
+30%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$32K
|
–
|
–
|
–
|
|
|
23
|
Ballew Advisors
Jackson,
Mississippi
|
$30K
|
+$30.3K
|
+1,500
|
New
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$24.8K
|
–
|
–
|
–
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$21K
|
+$5.48K
|
+271
|
+34%
|
|
