|
1
|
|
$106M
|
+$4.73M
|
+139,467
|
+5%
|
|
|
2
|
|
$31M
|
-$972K
|
-28,640
|
-3%
|
|
|
3
|
Curian Capital
Denver,
Colorado
|
$21.5M
|
+$7.6M
|
+223,989
|
+55%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.87M
|
+$1.61M
|
+47,467
|
+20%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.61M
|
+$2.02M
|
+59,597
|
+36%
|
|
|
6
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5.74M
|
+$5.73M
|
+168,685
|
New
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.56M
|
+$613K
|
+18,047
|
+12%
|
|
|
8
|
Strategy Asset Managers
Pasadena,
California
|
$4.33M
|
+$4.32M
|
+127,225
|
New
|
|
|
9
|
|
$4.21M
|
+$4.21M
|
+123,911
|
New
|
|
|
10
|
|
$4M
|
+$3.99M
|
+117,699
|
New
|
|
|
11
|
Bluefin Capital Management
New York
|
$3.4M
|
+$3.35M
|
+98,819
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.5M
|
+$2.5M
|
+73,643
|
New
|
|
|
13
|
Strategic Capital Group
Gig Harbor,
Washington
|
$1.87M
|
+$1.82M
|
+53,542
|
+3,760%
|
|
|
14
|
American International Group
New York
|
$1.87M
|
+$215K
|
+6,330
|
+13%
|
|
|
15
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.66M
|
+$173K
|
+5,100
|
+12%
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$1.4M
|
+$59.6K
|
+1,755
|
+4%
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$1.39M
|
+$627K
|
+18,485
|
+82%
|
|
|
18
|
NBT Bank
Norwich,
New York
|
$1.31M
|
–
|
–
|
–
|
|
|
19
|
Baird
Milwaukee,
Wisconsin
|
$1.31M
|
+$1.31M
|
+38,530
|
New
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.29M
|
+$15.4K
|
+454
|
+1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
+$218K
|
+6,427
|
+23%
|
|
|
22
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.08M
|
+$1.06M
|
+31,110
|
+4,476%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$934K
|
+$252K
|
+7,421
|
+37%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$899K
|
+$898K
|
+26,449
|
New
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$861K
|
+$859K
|
+25,320
|
New
|
|
