|
1
|
|
$70.1M
|
+$16.3M
|
+742,923
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$56.8M
|
+$6.84M
|
+310,964
|
+14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$38.3M
|
-$1.26M
|
-57,292
|
-3%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$37.6M
|
-$1.7M
|
-77,191
|
-4%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$36.5M
|
-$106K
|
-4,827
|
-0.3%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$33M
|
+$2.08M
|
+94,738
|
+7%
|
|
|
7
|
Eastern Bank
Boston,
Massachusetts
|
$23.7M
|
+$999K
|
+45,415
|
+4%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$22.7M
|
+$5.45M
|
+247,467
|
+31%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.8M
|
+$533K
|
+24,211
|
+3%
|
|
|
10
|
|
$19.7M
|
+$14M
|
+634,153
|
+240%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.6M
|
+$2.1M
|
+95,626
|
+12%
|
|
|
12
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$17.1M
|
+$504K
|
+22,904
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16.9M
|
+$784K
|
+35,616
|
+5%
|
|
|
14
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.3M
|
+$3.05M
|
+138,479
|
+25%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
-$4.33K
|
-197
|
-0%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
+$789K
|
+35,844
|
+6%
|
|
|
17
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$12.8M
|
+$302K
|
+13,743
|
+2%
|
|
|
18
|
Novare Capital Management
Charlotte,
North Carolina
|
$12.5M
|
+$1.49M
|
+67,608
|
+13%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.5M
|
-$14.3M
|
-651,625
|
-55%
|
|
|
20
|
Marietta Wealth Management
Marietta,
Georgia
|
$10.6M
|
-$963K
|
-43,784
|
-8%
|
|
|
21
|
R.M. Davis Inc
Portland,
Maine
|
$10.4M
|
+$1.09M
|
+49,557
|
+12%
|
|
|
22
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$10.1M
|
+$540K
|
+24,562
|
+6%
|
|
|
23
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$9.72M
|
+$2.79M
|
+126,609
|
+40%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.63M
|
+$109K
|
+4,938
|
+1%
|
|
|
25
|
Ironwood Financial
Tucson,
Arizona
|
$8.96M
|
+$505K
|
+22,951
|
+6%
|
|
