|
1
|
Vantage Wealth
Pasadena,
California
|
$12.2M
|
-$1.34M
|
-17,365
|
-10%
|
|
|
2
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$6.56M
|
+$28.4K
|
+368
|
+0.4%
|
|
|
3
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$5.91M
|
-$22.8K
|
-295
|
-0.4%
|
|
|
4
|
Resources Management Corp
West Hartford,
Connecticut
|
$4.77M
|
-$331K
|
-4,278
|
-6%
|
|
|
5
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$4.62M
|
-$77.8K
|
-1,008
|
-2%
|
|
|
6
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.86M
|
+$3.86M
|
+49,909
|
New
|
|
|
7
|
Penobscot Investment Management
Boston,
Massachusetts
|
$3.61M
|
-$522K
|
-6,752
|
-13%
|
|
|
8
|
Poehling Capital Management
Madison,
Wisconsin
|
$3.33M
|
-$84K
|
-1,087
|
-2%
|
|
|
9
|
Davis Rea
Toronto,
Ontario, Canada
|
$3.14M
|
+$118K
|
+1,533
|
+4%
|
|
|
10
|
Chelsea Counsel Company
Los Angeles,
California
|
$2.65M
|
+$2.65M
|
+34,294
|
New
|
|
|
11
|
Bray Capital Advisors
Naples,
Florida
|
$2.33M
|
+$130K
|
+1,678
|
+6%
|
|
|
12
|
Harbour Investment Management
Edmonds,
Washington
|
$1.8M
|
+$92.8K
|
+1,201
|
+5%
|
|
|
13
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$1.39M
|
+$1.39M
|
+17,985
|
New
|
|
|
14
|
Physicians Financial Services
Raleigh,
North Carolina
|
$1.22M
|
+$66.4K
|
+860
|
+6%
|
|
|
15
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.2M
|
-$71K
|
-918
|
-6%
|
|
|
16
|
Brandes Investment Partners
La Jolla,
California
|
$905K
|
-$38.1K
|
-489
|
-4%
|
|
|
17
|
Thomasville National Bank
Thomasville,
Georgia
|
$740K
|
+$740K
|
+5,640
|
New
|
|
|
18
|
Financial Advisory Group
Houston,
Texas
|
$691K
|
-$56.2K
|
-727
|
-8%
|
|
|
19
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$469K
|
+$469K
|
+2,362
|
New
|
|
|
20
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$421K
|
+$20.9K
|
+270
|
+5%
|
|
|
21
|
Stonebridge Capital Management
Los Angeles,
California
|
$353K
|
–
|
–
|
–
|
|
|
22
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$19K
|
+$19K
|
+246
|
New
|
|
|
23
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
24
|
Empire Life Investments
Toronto,
Ontario, Canada
|
–
|
-$33.5M
|
-468,108
|
Closed
|
|
|
25
|
BSN Capital Partners
London,
United Kingdom
|
–
|
-$11.2M
|
-157,000
|
Closed
|
|