|
1
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$35.2M
|
-$375K
|
-8,497
|
-1%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$23.1M
|
+$826K
|
+18,699
|
+4%
|
|
|
3
|
International Assets Investment Management
Orlando,
Florida
|
$20.5M
|
+$27.6M
|
+624,357
|
New
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$17.8M
|
+$17.9M
|
+405,472
|
New
|
|
|
5
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$12.6M
|
+$905K
|
+20,500
|
+8%
|
|
|
6
|
|
$10.2M
|
+$728K
|
+16,495
|
+8%
|
|
|
7
|
Portland Global Advisors
Portland,
Maine
|
$8.92M
|
+$676K
|
+15,315
|
+8%
|
|
|
8
|
Prosperity Planning
Kansas City,
Missouri
|
$6.49M
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.86M
|
+$3.46M
|
+78,466
|
+142%
|
|
|
10
|
|
$4.63M
|
-$497K
|
-11,263
|
-10%
|
|
|
11
|
|
$4.05M
|
+$308K
|
+6,976
|
+8%
|
|
|
12
|
WealthSource Partners
San Luis Obispo,
California
|
$3.63M
|
+$1.61M
|
+36,369
|
+78%
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.55M
|
-$190K
|
-4,299
|
-5%
|
|
|
14
|
Guidance Capital
Lousville,
Kentucky
|
$3.54M
|
+$3.65M
|
+82,692
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.45M
|
-$127K
|
-2,866
|
-4%
|
|
|
16
|
Bigelow Investment Advisors
Portland,
Maine
|
$3.27M
|
+$3.29M
|
+74,507
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$2.56M
|
+$71.6K
|
+1,621
|
+3%
|
|
|
18
|
Sunflower Bank
Dallas,
Texas
|
$2.43M
|
–
|
–
|
–
|
|
|
19
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.22M
|
-$11K
|
-249
|
-0.5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$247K
|
+5,588
|
+13%
|
|
|
21
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$2.15M
|
-$13K
|
-294
|
-0.6%
|
|
|
22
|
MYeCFO
La Jolla,
California
|
$1.92M
|
-$93K
|
-2,107
|
-5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
+$1.59M
|
+36,083
|
+523%
|
|
|
24
|
WBI Investments
Red Bank,
New Jersey
|
$1.87M
|
+$121K
|
+2,744
|
+7%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.77M
|
-$455K
|
-10,299
|
-20%
|
|
