|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.4M
|
+$716K
|
+31,927
|
+2%
|
|
|
2
|
|
$38.1M
|
+$6.02M
|
+268,629
|
+19%
|
|
|
3
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$31.4M
|
+$10.6M
|
+471,747
|
+51%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.4M
|
+$1.54M
|
+68,619
|
+8%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$17.5M
|
+$905K
|
+40,390
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
+$6.96M
|
+310,708
|
+66%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.4M
|
+$4.24M
|
+189,249
|
+35%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.3M
|
+$309K
|
+13,800
|
+2%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$10.2M
|
+$388K
|
+17,311
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
-$4.26K
|
-190
|
-0%
|
|
|
11
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$9.79M
|
+$9.81M
|
+437,799
|
New
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.63M
|
+$1.12M
|
+50,096
|
+13%
|
|
|
13
|
Marietta Wealth Management
Marietta,
Georgia
|
$9.13M
|
+$9.16M
|
+408,587
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.08M
|
+$641K
|
+28,616
|
+8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$8.72M
|
+$2.01M
|
+89,813
|
+30%
|
|
|
16
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.28M
|
+$1.76M
|
+78,341
|
+32%
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$6.91M
|
+$796K
|
+35,506
|
+13%
|
|
|
18
|
Novare Capital Management
Charlotte,
North Carolina
|
$6.85M
|
+$2.66M
|
+118,477
|
+63%
|
|
|
19
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$5.38M
|
+$935K
|
+41,714
|
+21%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.19M
|
-$361K
|
-16,118
|
-6%
|
|
|
21
|
|
$4.75M
|
-$21.1K
|
-942
|
-0.4%
|
|
|
22
|
Mirador Capital Partners
Pleasanton,
California
|
$4.73M
|
+$4.38M
|
+195,499
|
+1,202%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$4.57M
|
+$2.3M
|
+102,553
|
+100%
|
|
|
24
|
Camelot Portfolios
Maumee,
Ohio
|
$3.83M
|
+$262K
|
+11,693
|
+7%
|
|
|
25
|
Harfst & Associates
Sheridan,
Wyoming
|
$3.62M
|
+$652K
|
+29,111
|
+22%
|
|
