|
1
|
Private Vista
Chicago,
Illinois
|
$25.8M
|
+$4.72M
|
+227,909
|
+23%
|
|
|
2
|
|
$22.3M
|
+$5.28M
|
+254,940
|
+32%
|
|
|
3
|
Eastern Bank
Boston,
Massachusetts
|
$17.3M
|
+$1.02M
|
+49,368
|
+6%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.7M
|
+$394K
|
+19,007
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$3.23M
|
+155,755
|
+38%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.91M
|
+$89.7K
|
+4,328
|
+0.9%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.95M
|
+$622K
|
+30,020
|
+8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.8M
|
+$747K
|
+36,030
|
+11%
|
|
|
9
|
First Command Bank
Fort Worth,
Texas
|
$6.22M
|
-$2.13M
|
-102,939
|
-26%
|
|
|
10
|
First Command Financial Services
Fort Worth,
Texas
|
$6.22M
|
-$2.13M
|
-102,939
|
-26%
|
|
|
11
|
|
$5.79M
|
+$2.64M
|
+127,410
|
+87%
|
|
|
12
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.58M
|
+$398K
|
+19,195
|
+13%
|
|
|
13
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$3.39M
|
+$326K
|
+15,725
|
+11%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.36M
|
-$526K
|
-25,389
|
-14%
|
|
|
15
|
Ironwood Financial
Tucson,
Arizona
|
$3.15M
|
+$719K
|
+34,721
|
+30%
|
|
|
16
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.13M
|
+$505K
|
+24,379
|
+20%
|
|
|
17
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.05M
|
-$1.06M
|
-50,999
|
-26%
|
|
|
18
|
Raub Brock Capital Management
Larkspur,
California
|
$3.02M
|
+$2.96M
|
+142,890
|
New
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
$2.54M
|
+$761K
|
+36,725
|
+44%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$2.31M
|
+$239K
|
+11,544
|
+12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.09M
|
+$661K
|
+31,893
|
+48%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.72M
|
+$640K
|
+30,866
|
+61%
|
|
|
23
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.69M
|
-$46.6K
|
-2,250
|
-3%
|
|
|
24
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.65M
|
-$1.27M
|
-61,329
|
-44%
|
|
|
25
|
Klingman & Associates
New York
|
$1.61M
|
+$594K
|
+28,650
|
+60%
|
|
