|
1
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$33.5M
|
+$53.9K
|
+754
|
+0.2%
|
|
|
2
|
Vantage Wealth
Pasadena,
California
|
$12.5M
|
+$175K
|
+2,441
|
+1%
|
|
|
3
|
BSN Capital Partners
London,
United Kingdom
|
$11.2M
|
+$11.2M
|
+157,000
|
New
|
|
|
4
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$6.05M
|
+$209K
|
+2,920
|
+4%
|
|
|
5
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$5.49M
|
+$588K
|
+8,216
|
+12%
|
|
|
6
|
Resources Management Corp
West Hartford,
Connecticut
|
$4.72M
|
+$42.9K
|
+600
|
+0.9%
|
|
|
7
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$4.35M
|
-$38K
|
-531
|
-0.9%
|
|
|
8
|
Penobscot Investment Management
Boston,
Massachusetts
|
$3.83M
|
-$519K
|
-7,254
|
-12%
|
|
|
9
|
Poehling Capital Management
Madison,
Wisconsin
|
$3.16M
|
-$19.5K
|
-273
|
-0.6%
|
|
|
10
|
Davis Rea
Toronto,
Ontario, Canada
|
$2.79M
|
+$140K
|
+1,954
|
+5%
|
|
|
11
|
Bray Capital Advisors
Naples,
Florida
|
$2.04M
|
+$49.5K
|
+693
|
+2%
|
|
|
12
|
Harbour Investment Management
Edmonds,
Washington
|
$1.58M
|
+$301K
|
+4,215
|
+24%
|
|
|
13
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.17M
|
-$942K
|
-13,177
|
-45%
|
|
|
14
|
Physicians Financial Services
Raleigh,
North Carolina
|
$1.07M
|
-$55.9K
|
-782
|
-5%
|
|
|
15
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$919K
|
+$919K
|
+12,855
|
New
|
|
|
16
|
Brandes Investment Partners
La Jolla,
California
|
$865K
|
+$11.1K
|
+155
|
+1%
|
|
|
17
|
Financial Advisory Group
Houston,
Texas
|
$691K
|
+$52K
|
+727
|
+8%
|
|
|
18
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$370K
|
+$16.1K
|
+225
|
+5%
|
|
|
19
|
Acropolis Investment Management
St. Louis,
Missouri
|
$360K
|
+$572
|
+8
|
+0.2%
|
|
|
20
|
Stonebridge Capital Management
Los Angeles,
California
|
$326K
|
–
|
–
|
–
|
|
|
21
|
WealthPLAN Partners
Omaha,
Nebraska
|
$245K
|
+$245K
|
+3,365
|
New
|
|
|
22
|
Sand Hill Global Advisors
Palo Alto,
California
|
$203K
|
+$203K
|
+2,841
|
New
|
|
|
23
|
Capital Wealth Planning
Naples,
Florida
|
$201K
|
+$201K
|
+2,971
|
New
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$77K
|
+$12.9K
|
+181
|
+20%
|
|
|
25
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|