|
1
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$45.6M
|
+$3.17M
|
+62,690
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
+$534K
|
+10,538
|
+3%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$8.28M
|
+$5M
|
+98,756
|
+150%
|
|
|
4
|
Portland Global Advisors
Portland,
Maine
|
$6.68M
|
+$3.67M
|
+72,375
|
+120%
|
|
|
5
|
Good Life Advisors
Reading,
Pennsylvania
|
$6.11M
|
+$48.6K
|
+959
|
+0.8%
|
|
|
6
|
Goelzer Investment Management
Carmel,
Indiana
|
$5.78M
|
+$3.93M
|
+77,584
|
+208%
|
|
|
7
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$5.73M
|
-$1.1M
|
-21,752
|
-16%
|
|
|
8
|
Bigelow Investment Advisors
Portland,
Maine
|
$5.42M
|
+$861K
|
+17,000
|
+19%
|
|
|
9
|
Strategic Equity Management
Tucson,
Arizona
|
$5.2M
|
+$343K
|
+6,776
|
+7%
|
|
|
10
|
North Star Investment Management
Chicago,
Illinois
|
$4.11M
|
+$2.55M
|
+50,339
|
+161%
|
|
|
11
|
|
$3.99M
|
-$13.3M
|
-263,410
|
-77%
|
|
|
12
|
Prosperity Planning
Kansas City,
Missouri
|
$3.95M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.8M
|
-$4.52M
|
-89,191
|
-54%
|
|
|
14
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.23M
|
+$237K
|
+4,690
|
+8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.11M
|
-$667K
|
-13,165
|
-18%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.87M
|
+$505K
|
+9,963
|
+21%
|
|
|
17
|
Bailard
Foster City,
California
|
$2.73M
|
-$284K
|
-5,604
|
-9%
|
|
|
18
|
Retirement Solution
Redmond,
Washington
|
$2.68M
|
+$172K
|
+3,387
|
+7%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.48M
|
+$258K
|
+5,099
|
+12%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.09M
|
+$138K
|
+2,732
|
+7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
-$480K
|
-9,477
|
-19%
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$1.94M
|
+$333K
|
+6,575
|
+21%
|
|
|
23
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$1.94M
|
+$336K
|
+6,629
|
+21%
|
|
|
24
|
Beta Wealth Group
San Diego,
California
|
$1.77M
|
+$160K
|
+3,150
|
+10%
|
|
|
25
|
Farmers National Bank
Danville,
Kentucky
|
$1.72M
|
+$498K
|
+9,830
|
+40%
|
|
