|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$19.7M
|
+$19.1M
|
+1,088,506
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.8M
|
+$17.8M
|
+1,015,765
|
+4,261%
|
|
|
3
|
|
$13.1M
|
+$2.41M
|
+137,125
|
+23%
|
|
|
4
|
Vicus Capital
State College,
Pennsylvania
|
$11M
|
+$9.72M
|
+553,430
|
+1,121%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$8.59M
|
+$1.2M
|
+68,286
|
+17%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.49M
|
-$98.2K
|
-5,590
|
-1%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$6.77M
|
+$12.6K
|
+719
|
+0.2%
|
|
|
8
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$6.75M
|
+$116K
|
+6,587
|
+2%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$6.18M
|
+$816K
|
+46,492
|
+16%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$5.34M
|
+$3.93M
|
+223,549
|
+312%
|
|
|
11
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$4.93M
|
-$1.99M
|
-113,185
|
-29%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.79M
|
+$1.44M
|
+82,183
|
+45%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.13M
|
-$1.38M
|
-78,553
|
-26%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.67M
|
-$1.41M
|
-80,497
|
-28%
|
|
|
15
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$3.66M
|
+$3.56M
|
+202,501
|
New
|
|
|
16
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.55M
|
+$536K
|
+30,527
|
+18%
|
|
|
17
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.31M
|
-$19.1K
|
-1,088
|
-0.6%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$2.69M
|
+$226K
|
+12,891
|
+9%
|
|
|
19
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$2.35M
|
+$1.19M
|
+67,913
|
+109%
|
|
|
20
|
Mirsky Financial Management
Rochester,
New York
|
$2.27M
|
+$549K
|
+31,275
|
+33%
|
|
|
21
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.24M
|
+$384K
|
+21,879
|
+21%
|
|
|
22
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$1.88M
|
+$1.83M
|
+104,217
|
New
|
|
|
23
|
Karp Capital Management
Sausalito,
California
|
$1.69M
|
+$1.64M
|
+93,535
|
New
|
|
|
24
|
Bailard
Foster City,
California
|
$1.47M
|
-$382K
|
-21,770
|
-21%
|
|
|
25
|
Parsec Financial Management
Asheville,
North Carolina
|
$1.46M
|
+$65.1K
|
+3,710
|
+5%
|
|
