|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$107M
|
+$2.31M
|
+83,259
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$85.6M
|
-$2.1M
|
-75,420
|
-2%
|
|
|
3
|
|
$54.8M
|
+$54.2M
|
+1,950,429
|
New
|
|
|
4
|
|
$54.2M
|
+$8.25M
|
+296,837
|
+18%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.6M
|
+$22.1M
|
+796,843
|
+74%
|
|
|
6
|
|
$49.4M
|
-$964K
|
-34,683
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$39.7M
|
+$4.79M
|
+172,371
|
+14%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$30.7M
|
+$4.69M
|
+168,795
|
+18%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$26.7M
|
+$3.71M
|
+133,570
|
+16%
|
|
|
10
|
Berman Capital Advisors
Atlanta,
Georgia
|
$21.3M
|
-$2.78M
|
-100,226
|
-12%
|
|
|
11
|
Meridian Management
Little Rock,
Arkansas
|
$17.5M
|
+$1.93M
|
+69,589
|
+13%
|
|
|
12
|
RPTC Inc
Jackson,
Wyoming
|
$15.8M
|
-$839K
|
-30,188
|
-5%
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13.9M
|
+$997K
|
+35,890
|
+8%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
+$2.36M
|
+85,029
|
+27%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$3.24M
|
+116,443
|
+42%
|
|
|
16
|
Strategic Financial Services
Utica,
New York
|
$8.8M
|
+$8.71M
|
+313,305
|
New
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$8.36M
|
+$256K
|
+9,220
|
+3%
|
|
|
18
|
Snowden Capital Advisors
New York
|
$8.27M
|
-$733K
|
-26,390
|
-8%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$7.56M
|
+$1.29M
|
+46,421
|
+23%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.42M
|
+$868K
|
+31,223
|
+13%
|
|
|
21
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$7.41M
|
+$45.1K
|
+1,623
|
+0.6%
|
|
|
22
|
Cribstone Capital Management
Augusta,
Maine
|
$6.51M
|
+$21.1K
|
+761
|
+0.3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.37M
|
+$389K
|
+14,017
|
+7%
|
|
|
24
|
|
$5.62M
|
+$1.92M
|
+69,044
|
+53%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$5.58M
|
+$5.52M
|
+198,561
|
New
|
|
