|
1
|
Shufro Rose & Co
New York
|
$97.1M
|
+$1.68M
|
+76,632
|
+2%
|
|
|
2
|
|
$87.7M
|
+$13.7M
|
+624,113
|
+18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$49.8M
|
+$916K
|
+41,796
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$49.6M
|
-$675K
|
-30,786
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$41.6M
|
+$2.16M
|
+98,501
|
+5%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$40.3M
|
+$3.09M
|
+141,153
|
+8%
|
|
|
7
|
Fusion Family Wealth
Woodbury,
New York
|
$36.1M
|
+$165K
|
+7,523
|
+0.5%
|
|
|
8
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$33.4M
|
-$43.4K
|
-1,978
|
-0.1%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29.6M
|
-$153K
|
-6,978
|
-0.5%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$25.1M
|
+$7.03M
|
+320,850
|
+39%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$23.7M
|
+$21.8M
|
+993,173
|
+1,054%
|
|
|
12
|
Eastern Bank
Boston,
Massachusetts
|
$22.7M
|
+$1.07M
|
+48,838
|
+5%
|
|
|
13
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$22.6M
|
-$184K
|
-8,384
|
-0.8%
|
|
|
14
|
Advisors Preferred
Rockville,
Maryland
|
$22M
|
+$1.47M
|
+66,910
|
+7%
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$21.3M
|
+$433K
|
+19,766
|
+2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.2M
|
+$2.03M
|
+92,426
|
+10%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$20.3M
|
+$3.24M
|
+148,013
|
+19%
|
|
|
18
|
Oakhurst Advisors
Los Angeles,
California
|
$18.7M
|
+$3.04M
|
+138,711
|
+19%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.4M
|
+$1.01M
|
+45,902
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$5.53M
|
+252,372
|
+46%
|
|
|
21
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.9M
|
+$2.67M
|
+121,835
|
+20%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
+$340K
|
+15,491
|
+2%
|
|
|
23
|
R.M. Davis Inc
Portland,
Maine
|
$13.9M
|
+$949K
|
+43,273
|
+7%
|
|
|
24
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$13.8M
|
-$318K
|
-14,508
|
-2%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13M
|
+$1.61M
|
+73,484
|
+14%
|
|
