|
1
|
Private Vista
Chicago,
Illinois
|
$30.3M
|
+$3.04M
|
+141,884
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.4M
|
+$15.6M
|
+728,764
|
+114%
|
|
|
3
|
|
$24.5M
|
-$1.66M
|
-77,664
|
-6%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$18.9M
|
+$966K
|
+45,140
|
+5%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.7M
|
-$336K
|
-15,701
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$4.27M
|
+199,435
|
+50%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.2M
|
+$737K
|
+34,429
|
+8%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$178K
|
+8,329
|
+2%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$8.9M
|
+$1.32M
|
+61,591
|
+17%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.37M
|
+$4.87M
|
+227,650
|
+197%
|
|
|
11
|
First Command Bank
Fort Worth,
Texas
|
$5.95M
|
-$90.4K
|
-4,222
|
-1%
|
|
|
12
|
First Command Financial Services
Fort Worth,
Texas
|
$5.95M
|
-$90.4K
|
-4,222
|
-1%
|
|
|
13
|
|
$4.63M
|
+$4.62M
|
+215,877
|
New
|
|
|
14
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.59M
|
+$712K
|
+33,267
|
+18%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.53M
|
+$3.06M
|
+142,962
|
+211%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.29M
|
+$1.88M
|
+87,841
|
+79%
|
|
|
17
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$3.88M
|
-$404K
|
-18,870
|
-9%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.86M
|
+$519K
|
+24,237
|
+16%
|
|
|
19
|
Camelot Portfolios
Maumee,
Ohio
|
$3.73M
|
+$833K
|
+38,913
|
+29%
|
|
|
20
|
Raub Brock Capital Management
Larkspur,
California
|
$3.15M
|
+$86.9K
|
+4,060
|
+3%
|
|
|
21
|
|
$2.87M
|
+$2.32M
|
+108,366
|
+425%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$2.86M
|
+$281K
|
+13,121
|
+11%
|
|
|
23
|
Cribstone Capital Management
Augusta,
Maine
|
$2.62M
|
+$503K
|
+23,484
|
+24%
|
|
|
24
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.44M
|
+$109K
|
+5,072
|
+5%
|
|
|
25
|
Klingman & Associates
New York
|
$2.22M
|
+$384K
|
+17,950
|
+21%
|
|
