|
1
|
|
$51M
|
+$4.35M
|
+194,891
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49.1M
|
+$964K
|
+43,238
|
+2%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$40M
|
-$2.46M
|
-110,167
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$35.6M
|
-$5.21M
|
-233,780
|
-13%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$35.4M
|
+$9.56M
|
+428,591
|
+37%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$29.8M
|
+$3.22M
|
+144,233
|
+12%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.6M
|
-$704K
|
-31,572
|
-3%
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$21.8M
|
+$1.74M
|
+77,804
|
+9%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.3M
|
+$1.2M
|
+53,606
|
+7%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$16.3M
|
+$381K
|
+17,096
|
+2%
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$15.7M
|
+$4.49M
|
+201,425
|
+40%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$723K
|
+32,400
|
+5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
+$1.59M
|
+71,457
|
+12%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.9M
|
+$2M
|
+89,871
|
+18%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
+$1.06M
|
+47,584
|
+9%
|
|
|
16
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$12.6M
|
-$934K
|
-41,855
|
-7%
|
|
|
17
|
Marietta Wealth Management
Marietta,
Georgia
|
$10.9M
|
+$616K
|
+27,638
|
+6%
|
|
|
18
|
Colony Group
Boston,
Massachusetts
|
$10.8M
|
-$192K
|
-8,626
|
-2%
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$10.7M
|
+$1.72M
|
+77,261
|
+19%
|
|
|
20
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$10.3M
|
+$1.01M
|
+45,492
|
+11%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$9.85M
|
+$4.95M
|
+221,724
|
+101%
|
|
|
22
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$9.36M
|
+$85K
|
+3,811
|
+0.9%
|
|
|
23
|
Ironwood Financial
Tucson,
Arizona
|
$8.51M
|
+$295K
|
+13,208
|
+4%
|
|
|
24
|
Novare Capital Management
Charlotte,
North Carolina
|
$8.41M
|
-$230K
|
-10,290
|
-3%
|
|
|
25
|
R.M. Davis Inc
Portland,
Maine
|
$8.37M
|
+$1.91M
|
+85,540
|
+30%
|
|
