|
1
|
First Command Financial Services
Fort Worth,
Texas
|
$103M
|
+$108M
|
+3,720,426
|
New
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$103M
|
+$108M
|
+3,719,848
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$86.3M
|
-$4.4M
|
-151,185
|
-5%
|
|
|
4
|
|
$49.6M
|
+$816K
|
+28,055
|
+2%
|
|
|
5
|
|
$45.2M
|
+$8.09M
|
+277,959
|
+20%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
+$16.1M
|
+554,352
|
+81%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.7M
|
+$18.1M
|
+622,925
|
+138%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$25.5M
|
+$26.9M
|
+923,696
|
New
|
|
|
9
|
Berman Capital Advisors
Atlanta,
Georgia
|
$23.7M
|
+$6.25M
|
+214,708
|
+33%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.2M
|
-$2.11M
|
-72,581
|
-8%
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
$22.6M
|
+$4.5M
|
+154,632
|
+23%
|
|
|
12
|
RPTC Inc
Jackson,
Wyoming
|
$16.4M
|
+$47.5K
|
+1,634
|
+0.3%
|
|
|
13
|
Meridian Management
Little Rock,
Arkansas
|
$15.3M
|
+$16.1M
|
+553,475
|
New
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12.6M
|
+$694K
|
+23,848
|
+6%
|
|
|
15
|
Snowden Capital Advisors
New York
|
$8.87M
|
+$4.98M
|
+171,045
|
+114%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.73M
|
+$5.92M
|
+203,301
|
+181%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$7.97M
|
+$374K
|
+12,864
|
+5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.61M
|
+$2.45M
|
+84,129
|
+44%
|
|
|
19
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$7.25M
|
+$1.25M
|
+42,908
|
+20%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.44M
|
+$899K
|
+30,891
|
+15%
|
|
|
21
|
Cribstone Capital Management
Augusta,
Maine
|
$6.39M
|
+$290K
|
+9,976
|
+5%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.88M
|
+$296K
|
+10,171
|
+5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5.7M
|
+$4.01M
|
+137,962
|
+202%
|
|
|
24
|
|
$4.71M
|
-$24.6K
|
-844
|
-0.5%
|
|
|
25
|
|
$3.62M
|
-$3.98M
|
-136,765
|
-51%
|
|
