|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$21.2M
|
-$11.4K
|
-948
|
-0.1%
|
|
|
2
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$7.25M
|
+$542K
|
+45,150
|
+8%
|
|
|
3
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$5.66M
|
+$188K
|
+15,633
|
+4%
|
|
|
4
|
Madden Advisory Services
Jacksonville,
Florida
|
$5.2M
|
+$1.93M
|
+160,707
|
+63%
|
|
|
5
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.14M
|
+$4.95M
|
+411,993
|
New
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$5.13M
|
+$1.05M
|
+87,693
|
+27%
|
|
|
7
|
CWH Capital Management
Spokane,
Washington
|
$4.62M
|
+$4.44M
|
+370,161
|
New
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$4.38M
|
+$4.21M
|
+350,493
|
New
|
|
|
9
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$4.11M
|
+$304K
|
+25,311
|
+8%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$4.01M
|
-$120K
|
-9,987
|
-3%
|
|
|
11
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$3.92M
|
+$3.77M
|
+314,421
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.79M
|
+$730K
|
+60,792
|
+25%
|
|
|
13
|
Piershale Financial Group
Barrington,
Illinois
|
$3.73M
|
-$843K
|
-70,251
|
-19%
|
|
|
14
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.25M
|
+$96.9K
|
+8,073
|
+3%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.02M
|
+$2.9M
|
+241,599
|
New
|
|
|
16
|
Leavell Investment Management
Mobile,
Alabama
|
$2.42M
|
+$1.61M
|
+134,001
|
+224%
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.34M
|
+$2.25M
|
+187,374
|
New
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$2.21M
|
+$421K
|
+35,079
|
+25%
|
|
|
19
|
Gateway Advisory
Westfield,
New Jersey
|
$2.16M
|
-$2.95K
|
-246
|
-0.1%
|
|
|
20
|
Bangor Savings Bank
Bangor,
Maine
|
$1.96M
|
+$116K
|
+9,654
|
+7%
|
|
|
21
|
|
$1.87M
|
+$1.8M
|
+150,000
|
New
|
|
|
22
|
Bouchey Financial Group
Troy,
New York
|
$1.84M
|
+$1.75M
|
+145,401
|
New
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.75M
|
+$1.68M
|
+140,265
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.63M
|
-$125K
|
-10,443
|
-7%
|
|
|
25
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.62M
|
+$148K
|
+12,300
|
+10%
|
|
