|
1
|
Private Vista
Chicago,
Illinois
|
$27.1M
|
+$1.01M
|
+47,262
|
+4%
|
|
|
2
|
|
$26M
|
+$3.44M
|
+161,556
|
+15%
|
|
|
3
|
Eastern Bank
Boston,
Massachusetts
|
$17.9M
|
+$364K
|
+17,128
|
+2%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.2M
|
+$334K
|
+15,701
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$1.59M
|
+74,897
|
+13%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.91M
|
-$105K
|
-4,933
|
-1%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.41M
|
+$378K
|
+17,774
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.49M
|
+$619K
|
+29,086
|
+8%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$7.54M
|
+$7.51M
|
+352,932
|
New
|
|
|
10
|
First Command Bank
Fort Worth,
Texas
|
$6.02M
|
-$267K
|
-12,573
|
-4%
|
|
|
11
|
First Command Financial Services
Fort Worth,
Texas
|
$6.02M
|
-$267K
|
-12,573
|
-4%
|
|
|
12
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$4.27M
|
+$839K
|
+39,430
|
+25%
|
|
|
13
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.86M
|
+$698K
|
+32,808
|
+22%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.32M
|
-$70.8K
|
-3,330
|
-2%
|
|
|
15
|
Raub Brock Capital Management
Larkspur,
California
|
$3.05M
|
-$2.87K
|
-135
|
-0.1%
|
|
|
16
|
Camelot Portfolios
Maumee,
Ohio
|
$2.88M
|
+$2.86M
|
+134,588
|
New
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$2.58M
|
+$237K
|
+11,163
|
+10%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.47M
|
+$360K
|
+16,940
|
+17%
|
|
|
19
|
Bluefin Capital Management
New York
|
$2.46M
|
+$2.45M
|
+115,211
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.39M
|
+$651K
|
+30,608
|
+38%
|
|
|
21
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.32M
|
+$1.42M
|
+66,694
|
+160%
|
|
|
22
|
Cribstone Capital Management
Augusta,
Maine
|
$2.11M
|
-$452K
|
-21,269
|
-18%
|
|
|
23
|
Klingman & Associates
New York
|
$1.82M
|
+$199K
|
+9,350
|
+12%
|
|
|
24
|
TCG Advisors
Austin,
Texas
|
$1.81M
|
+$893K
|
+41,976
|
+99%
|
|
|
25
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.69M
|
-$21.3K
|
-1,000
|
-1%
|
|