|
1
|
CIBC World Markets
New York
|
$87M
|
+$25.5M
|
+396,739
|
+41%
|
|
|
2
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$70.9M
|
-$38.5K
|
-600
|
-0.1%
|
|
|
3
|
Lau Associates
Greenville,
Delaware
|
$4.03M
|
–
|
–
|
–
|
|
|
4
|
Novare Capital Management
Charlotte,
North Carolina
|
$3.36M
|
-$494K
|
-7,701
|
-13%
|
|
|
5
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.62M
|
-$2.63K
|
-41
|
-0.1%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.15M
|
+$374K
|
+5,828
|
+21%
|
|
|
7
|
Cheviot Value Management
Beverly Hills,
California
|
$2.09M
|
-$144K
|
-2,245
|
-6%
|
|
|
8
|
Asset Planning Services Inc
Covington,
Louisiana
|
$1.77M
|
+$253K
|
+3,934
|
+17%
|
|
|
9
|
Cullinan Associates
Louisville,
Kentucky
|
$1.73M
|
-$1.12M
|
-17,478
|
-39%
|
|
|
10
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$1.56M
|
+$45.1K
|
+703
|
+3%
|
|
|
11
|
Univest Financial
Souderton,
Pennsylvania
|
$1.45M
|
+$1.45M
|
+19,738
|
New
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1M
|
-$120K
|
-1,867
|
-11%
|
|
|
13
|
Fruth Investment Management
Houston,
Texas
|
$976K
|
+$132K
|
+2,062
|
+16%
|
|
|
14
|
Garner Asset Management Corp
Plano,
Texas
|
$855K
|
-$23.2K
|
-361
|
-3%
|
|
|
15
|
Mount Vernon Associates
Baltimore,
Maryland
|
$677K
|
–
|
–
|
–
|
|
|
16
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$672K
|
-$108K
|
-1,676
|
-14%
|
|
|
17
|
Point View Wealth Management
Summit,
New Jersey
|
$524K
|
+$97.6K
|
+1,521
|
+23%
|
|
|
18
|
American Research & Management Company
Marion,
Massachusetts
|
$397K
|
-$74.8K
|
-1,166
|
-16%
|
|
|
19
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$344K
|
+$64
|
+1
|
+0%
|
|
|
20
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$303K
|
–
|
–
|
–
|
|
|
21
|
WBH Advisory
Baltimore,
Maryland
|
$279K
|
+$64
|
+1
|
+0%
|
|
|
22
|
Baxter Bros Inc
Riverside,
Connecticut
|
$235K
|
-$269K
|
-4,185
|
-53%
|
|
|
23
|
Grimes & Company
Westborough,
Massachusetts
|
$231K
|
-$10.5K
|
-163
|
-4%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$148K
|
-$451
|
-7
|
-0.3%
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$117K
|
-$135K
|
-2,106
|
-54%
|
|
