|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.5M
|
-$5.36M
|
-215,434
|
-9%
|
|
|
2
|
|
$31.6M
|
+$1.32M
|
+53,161
|
+4%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28.7M
|
-$535K
|
-21,493
|
-2%
|
|
|
4
|
Tortoise Investment Management
White Plains,
New York
|
$20.5M
|
+$8.48M
|
+340,498
|
+70%
|
|
|
5
|
|
$18.2M
|
+$1.37M
|
+54,916
|
+8%
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$7.68M
|
+$309K
|
+12,403
|
+4%
|
|
|
7
|
Lucia Wealth Services
San Diego,
California
|
$7.53M
|
+$118K
|
+4,729
|
+2%
|
|
|
8
|
Barnett & Company
Chattanooga,
Tennessee
|
$7.21M
|
+$15.2K
|
+610
|
+0.2%
|
|
|
9
|
Holderness Investments Company
Greensboro,
North Carolina
|
$6.26M
|
+$861K
|
+34,600
|
+16%
|
|
|
10
|
Vectors Research Management
New York
|
$4.89M
|
+$1.17M
|
+46,827
|
+31%
|
|
|
11
|
HNP Capital
Rochester,
New York
|
$4.89M
|
+$1.17M
|
+46,829
|
+31%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$4.61M
|
+$185K
|
+7,439
|
+4%
|
|
|
13
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$4.15M
|
-$8.76M
|
-352,123
|
-68%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.46M
|
-$1.25M
|
-50,384
|
-27%
|
|
|
15
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.4M
|
+$563K
|
+22,600
|
+20%
|
|
|
16
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.34M
|
+$779K
|
+31,289
|
+31%
|
|
|
17
|
PFS Investments
Duluth,
Georgia
|
$3.06M
|
+$344K
|
+13,829
|
+13%
|
|
|
18
|
Cottage Street Advisors
Marion,
Massachusetts
|
$2.62M
|
+$473
|
+19
|
+0%
|
|
|
19
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.59M
|
+$43.1K
|
+1,731
|
+2%
|
|
|
20
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$2.58M
|
+$219K
|
+8,800
|
+9%
|
|
|
21
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.34M
|
+$81.8K
|
+3,286
|
+4%
|
|
|
22
|
|
$2.27M
|
-$2.17M
|
-87,210
|
-49%
|
|
|
23
|
Mendel Money Management
Northbrook,
Illinois
|
$2M
|
+$840K
|
+33,756
|
+72%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2M
|
+$262K
|
+10,514
|
+15%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$1.76M
|
-$1.38M
|
-55,287
|
-44%
|
|
