|
1
|
Sand Hill Global Advisors
Palo Alto,
California
|
$51.1M
|
+$51M
|
+1,018,814
|
New
|
|
|
2
|
Gateway Advisory
Westfield,
New Jersey
|
$27.6M
|
+$27.5M
|
+549,785
|
New
|
|
|
3
|
|
$11.3M
|
-$32M
|
-640,000
|
-74%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.61M
|
+$4.91M
|
+98,041
|
+133%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.84M
|
-$1.57M
|
-31,301
|
-19%
|
|
|
6
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$4.31M
|
+$1.8M
|
+35,980
|
+72%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.52M
|
–
|
–
|
–
|
|
|
8
|
|
$3.05M
|
+$3.05M
|
+60,886
|
New
|
|
|
9
|
Boston Advisors
Boston,
Massachusetts
|
$2.61M
|
+$2.6M
|
+51,985
|
New
|
|
|
10
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.47M
|
+$2.46M
|
+49,200
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.34M
|
+$1.44M
|
+28,802
|
+161%
|
|
|
12
|
Fortis Advisors
Wayne,
Pennsylvania
|
$1.35M
|
+$1.35M
|
+27,001
|
New
|
|
|
13
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.05M
|
+$1.05M
|
+21,020
|
New
|
|
|
14
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$905K
|
-$215K
|
-4,300
|
-19%
|
|
|
15
|
Appleton Partners
Boston,
Massachusetts
|
$889K
|
-$62.6K
|
-1,250
|
-7%
|
|
|
16
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$736K
|
–
|
–
|
–
|
|
|
17
|
Crestone Asset Management
Boulder,
Colorado
|
$600K
|
+$599K
|
+11,970
|
New
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$552K
|
+$343K
|
+6,847
|
+165%
|
|
|
19
|
Covington Capital Management
Los Angeles,
California
|
$552K
|
+$551K
|
+11,000
|
New
|
|
|
20
|
MV Capital Management
Bethesda,
Maryland
|
$548K
|
+$547K
|
+10,930
|
New
|
|
|
21
|
Archford Capital Strategies
Swansea,
Illinois
|
$539K
|
+$538K
|
+10,748
|
New
|
|
|
22
|
Cable Hill Partners
Portland,
Oregon
|
$509K
|
+$1.8K
|
+36
|
+0.4%
|
|
|
23
|
Coyle Financial Counsel
Glenview,
Illinois
|
$464K
|
+$3.15K
|
+63
|
+0.7%
|
|
|
24
|
|
$424K
|
+$424K
|
+8,458
|
New
|
|
|
25
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$395K
|
+$395K
|
+7,885
|
New
|
|
