|
1
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$7.16M
|
-$91.4K
|
-1,071
|
-1%
|
|
|
2
|
Resources Management Corp
West Hartford,
Connecticut
|
$5.19M
|
-$77.6K
|
-910
|
-1%
|
|
|
3
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$5.07M
|
-$41.8K
|
-490
|
-0.8%
|
|
|
4
|
Penobscot Investment Management
Boston,
Massachusetts
|
$3.74M
|
-$253K
|
-2,966
|
-6%
|
|
|
5
|
Poehling Capital Management
Madison,
Wisconsin
|
$3.67M
|
-$5.89K
|
-69
|
-0.2%
|
|
|
6
|
Davis Rea
Toronto,
Ontario, Canada
|
$3.49M
|
+$30K
|
+352
|
+0.9%
|
|
|
7
|
Bray Capital Advisors
Naples,
Florida
|
$3.2M
|
+$629K
|
+7,370
|
+24%
|
|
|
8
|
Chelsea Counsel Company
Los Angeles,
California
|
$2.92M
|
-$4.27K
|
-50
|
-0.1%
|
|
|
9
|
Harbour Investment Management
Edmonds,
Washington
|
$1.99M
|
–
|
–
|
–
|
|
|
10
|
Physicians Financial Services
Raleigh,
North Carolina
|
$1.31M
|
-$42.2K
|
-495
|
-3%
|
|
|
11
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.16M
|
-$166K
|
-1,950
|
-13%
|
|
|
12
|
Financial Advisory Group
Houston,
Texas
|
$825K
|
+$62.8K
|
+736
|
+8%
|
|
|
13
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$462K
|
-$6.01K
|
-70
|
-1%
|
|
|
14
|
Stonebridge Capital Management
Los Angeles,
California
|
$389K
|
–
|
–
|
–
|
|
|
15
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$21K
|
–
|
–
|
–
|
|
|
16
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Vantage Wealth
Pasadena,
California
|
–
|
-$12.2M
|
-157,608
|
Closed
|
|
|
18
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
–
|
-$5.91M
|
-76,459
|
Closed
|
|
|
19
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
–
|
-$3.86M
|
-49,909
|
Closed
|
|
|
20
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
–
|
-$1.39M
|
-17,985
|
Closed
|
|
|
21
|
Brandes Investment Partners
La Jolla,
California
|
–
|
-$905K
|
-11,630
|
Closed
|
|
|
22
|
Thomasville National Bank
Thomasville,
Georgia
|
–
|
-$740K
|
-5,640
|
Closed
|
|
|
23
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
–
|
-$469K
|
-2,362
|
Closed
|
|