|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.6M
|
+$3.01M
|
+120,702
|
+5%
|
|
|
2
|
|
$32.3M
|
+$586K
|
+23,508
|
+2%
|
|
|
3
|
Tortoise Investment Management
White Plains,
New York
|
$24.9M
|
+$4.28M
|
+171,819
|
+21%
|
|
|
4
|
|
$18.9M
|
+$663K
|
+26,586
|
+4%
|
|
|
5
|
Lucia Wealth Services
San Diego,
California
|
$8.04M
|
+$488K
|
+19,568
|
+6%
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$7.73M
|
+$30.8K
|
+1,234
|
+0.4%
|
|
|
7
|
HNP Capital
Rochester,
New York
|
$7.36M
|
+$2.43M
|
+97,597
|
+50%
|
|
|
8
|
Vectors Research Management
New York
|
$7.29M
|
+$2.38M
|
+95,542
|
+49%
|
|
|
9
|
Barnett & Company
Chattanooga,
Tennessee
|
$6.84M
|
-$394K
|
-15,789
|
-5%
|
|
|
10
|
Holderness Investments Company
Greensboro,
North Carolina
|
$6.18M
|
-$92.9K
|
-3,725
|
-1%
|
|
|
11
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$5.4M
|
+$3.95M
|
+158,510
|
+274%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$4.58M
|
-$36.9K
|
-1,479
|
-0.8%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$4.07M
|
+$1M
|
+40,219
|
+33%
|
|
|
14
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.98M
|
+$570K
|
+22,869
|
+17%
|
|
|
15
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$3.85M
|
-$316K
|
-12,687
|
-8%
|
|
|
16
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.6M
|
+$249K
|
+9,976
|
+7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3M
|
-$469K
|
-18,800
|
-14%
|
|
|
18
|
Mendel Money Management
Northbrook,
Illinois
|
$2.63M
|
+$618K
|
+24,782
|
+31%
|
|
|
19
|
Cottage Street Advisors
Marion,
Massachusetts
|
$2.62M
|
-$10K
|
-402
|
-0.4%
|
|
|
20
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.59M
|
-$8.01K
|
-321
|
-0.3%
|
|
|
21
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$2.54M
|
-$42.4K
|
-1,700
|
-2%
|
|
|
22
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.32M
|
-$26.5K
|
-1,061
|
-1%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$2.17M
|
+$685K
|
+27,455
|
+46%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.15M
|
+$145K
|
+5,832
|
+7%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.1M
|
+$375K
|
+15,056
|
+22%
|
|
