|
26
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$12.4M
|
+$1.08M
|
+20,870
|
+10%
|
|
|
27
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$10.8M
|
+$637K
|
+12,302
|
+6%
|
|
|
28
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$10.7M
|
+$437K
|
+8,438
|
+4%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.6M
|
-$407K
|
-7,865
|
-4%
|
|
|
30
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.82M
|
+$68.5K
|
+1,323
|
+0.7%
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.56M
|
+$1.35M
|
+26,143
|
+16%
|
|
|
32
|
|
$9.46M
|
+$1.37M
|
+26,402
|
+17%
|
|
|
33
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$9.11M
|
+$219K
|
+4,224
|
+2%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$9.1M
|
+$448K
|
+8,652
|
+5%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.67M
|
+$337K
|
+6,516
|
+4%
|
|
|
36
|
LVZ Inc
Holland,
Michigan
|
$8.45M
|
+$6.2M
|
+119,712
|
+274%
|
|
|
37
|
Credit Suisse
Zurich,
Switzerland
|
$8.09M
|
+$4.74M
|
+91,500
|
+141%
|
|
|
38
|
Matthew Hamilton Rosenberg
|
$8M
|
+$2.99M
|
+57,827
|
+60%
|
|
|
39
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$7.5M
|
+$7.51M
|
+145,035
|
New
|
|
|
40
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$7.42M
|
+$205K
|
+3,962
|
+3%
|
|
|
41
|
B, B, H, & B Inc
Birmingham,
Alabama
|
$7.33M
|
+$537K
|
+10,374
|
+8%
|
|
|
42
|
|
$6.67M
|
+$875K
|
+16,894
|
+15%
|
|
|
43
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6.1M
|
+$818K
|
+15,797
|
+15%
|
|
|
44
|
Conning Inc
Hartford,
Connecticut
|
$5.97M
|
+$5.98M
|
+115,483
|
New
|
|
|
45
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.79M
|
-$126K
|
-2,430
|
-2%
|
|
|
46
|
HMS Capital Management
Nashville,
Tennessee
|
$5.26M
|
+$2.69M
|
+51,892
|
+104%
|
|
|
47
|
Eaton Vance Management
Boston,
Massachusetts
|
$5.04M
|
-$150K
|
-2,900
|
-3%
|
|
|
48
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.98M
|
-$216K
|
-4,172
|
-4%
|
|
|
49
|
Bulltick Wealth Management
Miami,
Florida
|
$4.84M
|
–
|
–
|
–
|
|
|
50
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.73M
|
+$812K
|
+15,675
|
+21%
|
|
