|
1
|
First Command Bank
Fort Worth,
Texas
|
$12.9M
|
+$6.77M
|
+342,258
|
+111%
|
|
|
2
|
First Command Financial Services
Fort Worth,
Texas
|
$12.9M
|
+$6.77M
|
+342,258
|
+111%
|
|
|
3
|
|
$12.7M
|
+$1.12M
|
+56,438
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.63M
|
+$193K
|
+9,747
|
+3%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.6M
|
+$504K
|
+25,460
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.38M
|
-$2.92M
|
-147,271
|
-35%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.8M
|
+$1.04M
|
+52,415
|
+38%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.58M
|
-$107K
|
-5,423
|
-3%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$3.06M
|
+$3.06M
|
+154,543
|
New
|
|
|
10
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.26M
|
+$2.25M
|
+113,720
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.07M
|
+$440K
|
+22,222
|
+27%
|
|
|
12
|
Mirador Capital Partners
Pleasanton,
California
|
$1.99M
|
+$1.99M
|
+100,710
|
New
|
|
|
13
|
Howe & Rusling
Rochester,
New York
|
$1.19M
|
-$2.47K
|
-125
|
-0.2%
|
|
|
14
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$1.11M
|
+$357K
|
+18,060
|
+48%
|
|
|
15
|
Cribstone Capital Management
Augusta,
Maine
|
$1M
|
+$630K
|
+31,832
|
+169%
|
|
|
16
|
|
$919K
|
+$919K
|
+46,451
|
New
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$911K
|
+$911K
|
+46,040
|
New
|
|
|
18
|
3D Asset Management
Hartford,
Connecticut
|
$738K
|
-$275K
|
-13,874
|
-27%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$515K
|
–
|
–
|
–
|
|
|
20
|
Anchor Investment Management
Columbia,
South Carolina
|
$450K
|
+$27.3K
|
+1,379
|
+6%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$340K
|
-$6.99K
|
-353
|
-2%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$265K
|
–
|
–
|
–
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$259K
|
+$6.22K
|
+314
|
+2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$211K
|
+$211K
|
+10,662
|
New
|
|
|
25
|
Macroview Investment Management
Bethesda,
Maryland
|
$143K
|
+$143K
|
+7,246
|
New
|
|
