|
26
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$12.6M
|
+$334K
|
+6,524
|
+3%
|
|
|
27
|
GDS Wealth Management
Flower Mound,
Texas
|
$12.4M
|
+$12.5M
|
+243,262
|
New
|
|
|
28
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.3M
|
+$1.87M
|
+36,473
|
+20%
|
|
|
29
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$11.1M
|
+$484K
|
+9,441
|
+5%
|
|
|
30
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.67M
|
-$37.2K
|
-725
|
-0.4%
|
|
|
31
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$9.09M
|
+$93.3K
|
+1,821
|
+1%
|
|
|
32
|
LVZ Inc
Holland,
Michigan
|
$8.99M
|
+$647K
|
+12,622
|
+8%
|
|
|
33
|
Freedom Investment Management
Hartford,
Connecticut
|
$8.69M
|
+$8.72M
|
+170,159
|
New
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.57M
|
-$1.91M
|
-37,301
|
-18%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.26M
|
-$305K
|
-5,943
|
-4%
|
|
|
36
|
Credit Suisse
Zurich,
Switzerland
|
$7.99M
|
–
|
–
|
–
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.49M
|
-$15M
|
-291,875
|
-67%
|
|
|
38
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$7.32M
|
-$87.9K
|
-1,715
|
-1%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$7.28M
|
-$1.72M
|
-33,507
|
-19%
|
|
|
40
|
B, B, H, & B Inc
Birmingham,
Alabama
|
$7.25M
|
+$4.97K
|
+97
|
+0.1%
|
|
|
41
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$7.16M
|
-$168K
|
-3,286
|
-2%
|
|
|
42
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6.69M
|
+$668K
|
+13,027
|
+11%
|
|
|
43
|
|
$6.59M
|
-$2.15K
|
-42
|
-0%
|
|
|
44
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.11M
|
+$392K
|
+7,650
|
+7%
|
|
|
45
|
Conning Inc
Hartford,
Connecticut
|
$5.89M
|
–
|
–
|
–
|
|
|
46
|
Matthew Hamilton Rosenberg
|
$5.5M
|
-$2.41M
|
-47,115
|
-30%
|
|
|
47
|
Stephens Inc
Little Rock,
Arkansas
|
$5.47M
|
+$4.5M
|
+87,738
|
+451%
|
|
|
48
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$5.27M
|
+$5.32M
|
+103,751
|
New
|
|
|
49
|
HMS Capital Management
Nashville,
Tennessee
|
$5.04M
|
-$158K
|
-3,077
|
-3%
|
|
|
50
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.87M
|
+$2.12M
|
+41,436
|
+80%
|
|
