|
1
|
|
$95.9M
|
+$68.9M
|
+690,876
|
+271%
|
|
|
2
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$48.8M
|
+$2.53M
|
+25,344
|
+6%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$18.6M
|
+$15.4M
|
+154,778
|
+545%
|
|
|
4
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$6.68M
|
+$3.55M
|
+35,650
|
+118%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.06M
|
+$2.69M
|
+27,000
|
+78%
|
|
|
6
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$5.39M
|
+$532K
|
+5,332
|
+11%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.83M
|
+$4.75M
|
+47,619
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.75M
|
+$4.66M
|
+46,744
|
+46,744%
|
|
|
9
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3.96M
|
+$3.89M
|
+39,025
|
New
|
|
|
10
|
Planning Center Inc
Moline,
Illinois
|
$3.25M
|
+$3.19M
|
+32,002
|
New
|
|
|
11
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.41M
|
+$1.59M
|
+15,900
|
+203%
|
|
|
12
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.07M
|
+$2.03M
|
+20,399
|
New
|
|
|
13
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$1.98M
|
+$1.95M
|
+19,518
|
New
|
|
|
14
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.77M
|
+$1.34M
|
+13,429
|
+333%
|
|
|
15
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.69M
|
+$1.38M
|
+13,804
|
+478%
|
|
|
16
|
Silver Oak Advisory Group
Portland,
Oregon
|
$1.61M
|
+$887K
|
+8,890
|
+126%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$1.38M
|
+$1.35M
|
+13,560
|
New
|
|
|
18
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.22M
|
+$1.2M
|
+11,984
|
New
|
|
|
19
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.06M
|
+$1.04M
|
+10,412
|
New
|
|
|
20
|
Single Point Partners
Boston,
Massachusetts
|
$979K
|
+$963K
|
+9,657
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$863K
|
-$114K
|
-1,139
|
-12%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$849K
|
+$258K
|
+2,591
|
+45%
|
|
|
23
|
Mayport LLC
Newton,
Massachusetts
|
$803K
|
+$414K
|
+4,150
|
+110%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$783K
|
+$407K
|
+4,082
|
+112%
|
|
|
25
|
Watchman Group
Plano,
Texas
|
$746K
|
+$31.9K
|
+320
|
+5%
|
|
