|
1
|
Shufro Rose & Co
New York
|
$107M
|
+$109M
|
+5,336,589
|
New
|
|
|
2
|
|
$38.9M
|
-$1.65M
|
-80,458
|
-4%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$35.7M
|
+$1.08M
|
+52,917
|
+3%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$29.4M
|
+$4.46M
|
+217,458
|
+17%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$27.5M
|
-$936K
|
-45,689
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.1M
|
+$8.7M
|
+424,641
|
+58%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$19.8M
|
+$2.17M
|
+105,767
|
+12%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.2M
|
-$899K
|
-43,896
|
-5%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.7M
|
+$2.63M
|
+128,500
|
+19%
|
|
|
10
|
TLWM Financial
San Antonio,
Texas
|
$15.1M
|
+$540K
|
+26,365
|
+4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$6.05M
|
+295,453
|
+65%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.4M
|
+$3.22M
|
+157,007
|
+38%
|
|
|
13
|
Gill Capital Partners
Denver,
Colorado
|
$9.83M
|
+$294K
|
+14,346
|
+3%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$9.43M
|
+$4.73M
|
+230,899
|
+96%
|
|
|
15
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$9.4M
|
+$207K
|
+10,099
|
+2%
|
|
|
16
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$8.86M
|
+$1.37M
|
+66,892
|
+18%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8.49M
|
-$404K
|
-19,698
|
-4%
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$8.48M
|
+$371K
|
+18,095
|
+4%
|
|
|
19
|
Marietta Wealth Management
Marietta,
Georgia
|
$8.45M
|
-$1.28M
|
-62,283
|
-13%
|
|
|
20
|
Ironwood Financial
Tucson,
Arizona
|
$8.09M
|
+$373K
|
+18,220
|
+5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.94M
|
-$1.54M
|
-75,091
|
-16%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.78M
|
+$4.13M
|
+201,648
|
+107%
|
|
|
23
|
R.M. Davis Inc
Portland,
Maine
|
$7.25M
|
+$3.11K
|
+152
|
+0%
|
|
|
24
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$7.04M
|
+$269K
|
+13,135
|
+4%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$6.7M
|
+$2.35M
|
+114,482
|
+52%
|
|
