|
1
|
Private Vista
Chicago,
Illinois
|
$20.4M
|
+$20M
|
+993,593
|
New
|
|
|
2
|
|
$16.5M
|
+$1.69M
|
+83,795
|
+12%
|
|
|
3
|
Eastern Bank
Boston,
Massachusetts
|
$15.8M
|
+$15.5M
|
+768,800
|
New
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$12.9M
|
+$9.12M
|
+452,803
|
+257%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.54M
|
+$217K
|
+10,796
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.42M
|
+$174K
|
+8,661
|
+2%
|
|
|
7
|
First Command Bank
Fort Worth,
Texas
|
$8.16M
|
-$162K
|
-8,029
|
-2%
|
|
|
8
|
First Command Financial Services
Fort Worth,
Texas
|
$8.16M
|
-$162K
|
-8,029
|
-2%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.07M
|
+$558K
|
+27,710
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.83M
|
-$7.03M
|
-349,132
|
-51%
|
|
|
11
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$4.01M
|
+$3.93M
|
+195,173
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.79M
|
-$9.2K
|
-457
|
-0.2%
|
|
|
13
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.08M
|
+$376K
|
+18,650
|
+14%
|
|
|
14
|
|
$3.01M
|
+$2.95M
|
+146,411
|
New
|
|
|
15
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$2.97M
|
+$133K
|
+6,625
|
+5%
|
|
|
16
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.87M
|
+$2.81M
|
+139,383
|
New
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.54M
|
+$720K
|
+35,732
|
+41%
|
|
|
18
|
Ironwood Financial
Tucson,
Arizona
|
$2.34M
|
+$1.24M
|
+61,338
|
+116%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$2.01M
|
+$51.5K
|
+2,558
|
+3%
|
|
|
20
|
Cribstone Capital Management
Augusta,
Maine
|
$1.71M
|
+$106K
|
+5,267
|
+7%
|
|
|
21
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.69M
|
+$85.6K
|
+4,250
|
+5%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$1.58M
|
+$1.55M
|
+76,854
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.37M
|
-$835K
|
-41,482
|
-38%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.17M
|
+$928K
|
+46,089
|
+426%
|
|
|
25
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$1.16M
|
+$1.14M
|
+56,440
|
New
|
|
