|
1
|
Bank of America
Charlotte,
North Carolina
|
$56.4M
|
+$1.22M
|
+49,928
|
+2%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$22.7M
|
+$12.1K
|
+497
|
+0%
|
|
|
3
|
|
$18.5M
|
-$11.7M
|
-479,725
|
-37%
|
|
|
4
|
|
$17.1M
|
-$65.3K
|
-2,673
|
-0.4%
|
|
|
5
|
6 Meridian
Wichita,
Kansas
|
$9.89M
|
+$10.6M
|
+434,806
|
New
|
|
|
6
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$7.79M
|
+$799K
|
+32,724
|
+11%
|
|
|
7
|
Lucia Wealth Services
San Diego,
California
|
$7.28M
|
-$44.6K
|
-1,826
|
-0.6%
|
|
|
8
|
Vectors Research Management
New York
|
$6.79M
|
+$154K
|
+6,301
|
+2%
|
|
|
9
|
Barnett & Company
Chattanooga,
Tennessee
|
$6.5M
|
+$286K
|
+11,707
|
+4%
|
|
|
10
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$4.62M
|
-$324K
|
-13,258
|
-6%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$4.42M
|
+$270K
|
+11,052
|
+6%
|
|
|
12
|
|
$4.42M
|
+$4.74M
|
+194,260
|
New
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$4.39M
|
+$736K
|
+30,122
|
+18%
|
|
|
14
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.41M
|
-$237K
|
-9,716
|
-6%
|
|
|
15
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.3M
|
-$141K
|
-5,779
|
-4%
|
|
|
16
|
Laidlaw Wealth Management
New York City,
New York
|
$3.02M
|
+$3.25M
|
+132,958
|
New
|
|
|
17
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.49M
|
-$3.37M
|
-138,141
|
-56%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$349K
|
+14,287
|
+17%
|
|
|
19
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.98M
|
-$407K
|
-16,675
|
-16%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$1.92M
|
-$63.7K
|
-2,607
|
-3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.9M
|
-$17.8K
|
-729
|
-0.9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.89M
|
-$908K
|
-37,163
|
-31%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.76M
|
-$216K
|
-8,850
|
-10%
|
|
|
24
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.7M
|
-$732K
|
-29,987
|
-29%
|
|
|
25
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$1.64M
|
+$1.16M
|
+47,419
|
+191%
|
|
