|
1
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$43M
|
+$1.17M
|
+23,006
|
+3%
|
|
|
2
|
|
$17.5M
|
+$1.88M
|
+36,866
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.3M
|
-$1.99M
|
-39,125
|
-11%
|
|
|
4
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$10.4M
|
+$10.4M
|
+203,561
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.4M
|
+$211K
|
+4,147
|
+3%
|
|
|
6
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$6.92M
|
+$262K
|
+5,144
|
+4%
|
|
|
7
|
Good Life Advisors
Reading,
Pennsylvania
|
$6.15M
|
+$6.14M
|
+120,565
|
New
|
|
|
8
|
Strategic Equity Management
Tucson,
Arizona
|
$4.93M
|
+$4.92M
|
+96,612
|
New
|
|
|
9
|
Bigelow Investment Advisors
Portland,
Maine
|
$4.63M
|
+$1.52M
|
+29,849
|
+49%
|
|
|
10
|
|
$4.01M
|
-$358K
|
-7,037
|
-8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.83M
|
+$554K
|
+10,877
|
+17%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$3.36M
|
+$3.35M
|
+65,807
|
New
|
|
|
13
|
Prosperity Planning
Kansas City,
Missouri
|
$3.13M
|
–
|
–
|
–
|
|
|
14
|
Portland Global Advisors
Portland,
Maine
|
$3.09M
|
+$3.08M
|
+60,535
|
New
|
|
|
15
|
Bailard
Foster City,
California
|
$3.06M
|
-$287K
|
-5,643
|
-9%
|
|
|
16
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.03M
|
+$489K
|
+9,606
|
+19%
|
|
|
17
|
Retirement Solution
Redmond,
Washington
|
$2.55M
|
+$2.55M
|
+49,981
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.48M
|
+$272K
|
+5,348
|
+12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.41M
|
+$1.88M
|
+36,912
|
+360%
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
$2.35M
|
+$2.35M
|
+46,172
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.25M
|
+$74.9K
|
+1,471
|
+3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$2.11M
|
-$1.03M
|
-20,254
|
-33%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.98M
|
-$157K
|
-3,082
|
-7%
|
|
|
24
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.9M
|
+$1.9M
|
+37,286
|
New
|
|
|
25
|
Beta Wealth Group
San Diego,
California
|
$1.64M
|
+$1.64M
|
+32,134
|
New
|
|
