|
1
|
|
$14.1M
|
+$616K
|
+31,440
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
+$8.39M
|
+428,630
|
+170%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.91M
|
+$8.88M
|
+453,471
|
New
|
|
|
4
|
First Command Bank
Fort Worth,
Texas
|
$7.96M
|
-$6.58M
|
-335,977
|
-45%
|
|
|
5
|
First Command Financial Services
Fort Worth,
Texas
|
$7.96M
|
-$6.58M
|
-335,977
|
-45%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.88M
|
+$605K
|
+30,902
|
+8%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.18M
|
+$208K
|
+10,601
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.63M
|
-$201K
|
-10,271
|
-5%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.46M
|
-$15.8K
|
-805
|
-0.5%
|
|
|
10
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$2.71M
|
+$2.7M
|
+137,905
|
New
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.58M
|
+$230K
|
+11,760
|
+10%
|
|
|
12
|
Mirador Capital Partners
Pleasanton,
California
|
$2.23M
|
+$54.7K
|
+2,791
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
-$32.5K
|
-1,661
|
-2%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$1.86M
|
+$134K
|
+6,851
|
+8%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.73M
|
+$407K
|
+20,760
|
+31%
|
|
|
16
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.53M
|
+$1.53M
|
+77,925
|
New
|
|
|
17
|
Cribstone Capital Management
Augusta,
Maine
|
$1.53M
|
+$324K
|
+16,532
|
+27%
|
|
|
18
|
Howe & Rusling
Rochester,
New York
|
$1.23M
|
+$11.7K
|
+596
|
+1%
|
|
|
19
|
Ironwood Financial
Tucson,
Arizona
|
$1.03M
|
+$127K
|
+6,464
|
+14%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$926K
|
-$1.24M
|
-63,214
|
-57%
|
|
|
21
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$921K
|
+$62.5K
|
+3,191
|
+7%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$758K
|
-$205K
|
-10,494
|
-21%
|
|
|
23
|
3D Asset Management
Hartford,
Connecticut
|
$699K
|
-$39.4K
|
-2,014
|
-5%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$577K
|
+$122K
|
+6,219
|
+27%
|
|
|
25
|
Klingman & Associates
New York
|
$549K
|
+$547K
|
+27,922
|
New
|
|
