|
1
|
|
$54.5M
|
+$3.81M
|
+170,585
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.7M
|
+$1.9M
|
+85,008
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
+$4.66M
|
+209,101
|
+13%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$39.9M
|
+$222K
|
+9,969
|
+0.6%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$37.1M
|
+$1.8M
|
+80,724
|
+5%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$31.4M
|
+$1.7M
|
+76,111
|
+6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.1M
|
-$347K
|
-15,567
|
-1%
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$23M
|
+$1.29M
|
+57,863
|
+6%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.6M
|
+$1.43M
|
+64,070
|
+7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.8M
|
+$4.91M
|
+219,924
|
+38%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$17.5M
|
+$7.74M
|
+347,138
|
+79%
|
|
|
12
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$16.8M
|
+$1.21M
|
+54,263
|
+8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$774K
|
+34,717
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
+$174K
|
+7,803
|
+1%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.3M
|
+$647K
|
+29,025
|
+5%
|
|
|
16
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$12.7M
|
+$2.51M
|
+112,438
|
+24%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$12.4M
|
+$1.86M
|
+83,341
|
+17%
|
|
|
18
|
Marietta Wealth Management
Marietta,
Georgia
|
$11.7M
|
+$822K
|
+36,840
|
+8%
|
|
|
19
|
Novare Capital Management
Charlotte,
North Carolina
|
$11.2M
|
+$2.8M
|
+125,570
|
+33%
|
|
|
20
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$9.71M
|
+$405K
|
+18,144
|
+4%
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.65M
|
-$6.57M
|
-294,484
|
-40%
|
|
|
22
|
R.M. Davis Inc
Portland,
Maine
|
$9.45M
|
+$1.13M
|
+50,698
|
+14%
|
|
|
23
|
Ironwood Financial
Tucson,
Arizona
|
$8.57M
|
+$107K
|
+4,789
|
+1%
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$7.34M
|
-$3.45M
|
-154,484
|
-32%
|
|
|
25
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$7.21M
|
-$5.35M
|
-239,638
|
-42%
|
|
