|
26
|
BB&T Securities
Richmond,
Virginia
|
$15.5M
|
+$7.22M
|
+238,454
|
+87%
|
|
|
27
|
Boston Financial Management
Boston,
Massachusetts
|
$14.2M
|
-$425K
|
-14,032
|
-3%
|
|
|
28
|
Cabot Wealth Management
Salem,
Massachusetts
|
$13.9M
|
+$815K
|
+26,920
|
+6%
|
|
|
29
|
Goodman Financial
Houston,
Texas
|
$13M
|
+$10.5M
|
+345,591
|
+413%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$2.53M
|
+83,436
|
+25%
|
|
|
31
|
WrapManager Inc
Mill Valley,
California
|
$12.5M
|
+$12.6M
|
+415,210
|
New
|
|
|
32
|
|
$12.3M
|
-$2M
|
-65,921
|
-14%
|
|
|
33
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$12.2M
|
+$866K
|
+28,617
|
+8%
|
|
|
34
|
Gemmer Asset Management
Walnut Creek,
California
|
$11.6M
|
+$447K
|
+14,778
|
+4%
|
|
|
35
|
Cottage Street Advisors
Marion,
Massachusetts
|
$11.4M
|
+$126K
|
+4,161
|
+1%
|
|
|
36
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$11.3M
|
+$1.2M
|
+39,752
|
+12%
|
|
|
37
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$11M
|
-$898K
|
-29,677
|
-8%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
+$7.93M
|
+262,004
|
+258%
|
|
|
39
|
WestEnd Advisors
Charlotte,
North Carolina
|
$9.97M
|
+$3.09M
|
+102,200
|
+45%
|
|
|
40
|
Ruggie Capital Group
Tavares,
Florida
|
$9.51M
|
+$7.91M
|
+261,162
|
+485%
|
|
|
41
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9.12M
|
–
|
–
|
–
|
|
|
42
|
Holt Capital Partners
Fort Worth,
Texas
|
$8.96M
|
+$1.43M
|
+47,400
|
+19%
|
|
|
43
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.13M
|
+$38.4K
|
+1,269
|
+0.5%
|
|
|
44
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$8M
|
+$358K
|
+11,832
|
+5%
|
|
|
45
|
Perella Weinberg Partners Capital Management
New York
|
$7.93M
|
-$1.93M
|
-63,722
|
-20%
|
|
|
46
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$7.45M
|
-$1.99M
|
-65,888
|
-21%
|
|
|
47
|
|
$7.24M
|
+$532K
|
+17,583
|
+8%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$7.15M
|
-$1.81M
|
-59,785
|
-20%
|
|
|
49
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$5.86M
|
-$605K
|
-19,984
|
-9%
|
|
|
50
|
Global Financial Private Capital
Sarasota,
Florida
|
$5.79M
|
+$1.29M
|
+42,602
|
+29%
|
|
