|
1
|
Brookstone Capital Management
Wheaton,
Illinois
|
$55.8M
|
+$54.8M
|
+2,440,597
|
+10,513%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.6M
|
+$1.61M
|
+71,769
|
+4%
|
|
|
3
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$44.8M
|
+$44.5M
|
+1,980,608
|
New
|
|
|
4
|
|
$42.2M
|
+$3.59M
|
+159,735
|
+9%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$25.4M
|
-$6.32M
|
-281,507
|
-20%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$25.3M
|
+$3.57M
|
+158,764
|
+17%
|
|
|
7
|
HM Payson & Co
Portland,
Maine
|
$23.4M
|
+$23.2M
|
+1,033,697
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.7M
|
+$1.09M
|
+48,447
|
+6%
|
|
|
9
|
Eastern Bank
Boston,
Massachusetts
|
$18.6M
|
+$821K
|
+36,525
|
+5%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17M
|
+$393K
|
+17,483
|
+2%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.5M
|
-$36.8K
|
-1,637
|
-0.2%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$13.5M
|
+$13.4M
|
+594,727
|
+424,805%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$3.59M
|
+159,908
|
+41%
|
|
|
14
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$12.1M
|
+$2.16M
|
+96,054
|
+22%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
+$1.54M
|
+68,659
|
+15%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$11.1M
|
+$755K
|
+33,587
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$1.33M
|
+59,324
|
+15%
|
|
|
18
|
Marietta Wealth Management
Marietta,
Georgia
|
$9.7M
|
+$448K
|
+19,937
|
+5%
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$8.14M
|
+$765K
|
+34,046
|
+10%
|
|
|
20
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$8.01M
|
+$998K
|
+44,426
|
+14%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$7.8M
|
+$3.15M
|
+140,098
|
+68%
|
|
|
22
|
Novare Capital Management
Charlotte,
North Carolina
|
$7.46M
|
+$521K
|
+23,180
|
+8%
|
|
|
23
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$6.48M
|
-$3.25M
|
-144,774
|
-34%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.2M
|
+$934K
|
+41,596
|
+18%
|
|
|
25
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$5.89M
|
+$443K
|
+19,732
|
+8%
|
|
