|
1
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$54.3M
|
+$5.89M
|
+58,313
|
+12%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$18.4M
|
-$88K
|
-872
|
-0.5%
|
|
|
3
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$8.09M
|
+$1.46M
|
+14,500
|
+22%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.17M
|
+$2.46M
|
+24,349
|
+52%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.1M
|
+$7.12M
|
+70,531
|
New
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.91M
|
+$119K
|
+1,174
|
+2%
|
|
|
7
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$3.8M
|
+$3.81M
|
+37,740
|
New
|
|
|
8
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.78M
|
+$1.73M
|
+17,096
|
+84%
|
|
|
9
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$3.77M
|
+$1.81M
|
+17,906
|
+92%
|
|
|
10
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.68M
|
+$286K
|
+2,835
|
+12%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$2.53M
|
+$2.04M
|
+20,191
|
+412%
|
|
|
12
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.18M
|
+$427K
|
+4,227
|
+24%
|
|
|
13
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.79M
|
+$106K
|
+1,047
|
+6%
|
|
|
14
|
Silver Oak Advisory Group
Portland,
Oregon
|
$1.72M
|
+$121K
|
+1,201
|
+8%
|
|
|
15
|
Mayport LLC
Newton,
Massachusetts
|
$1.66M
|
+$869K
|
+8,610
|
+109%
|
|
|
16
|
Graypoint LLC
Albany,
New York
|
$1.65M
|
+$1.66M
|
+16,400
|
New
|
|
|
17
|
Burton Enright Welch
Walnut Creek,
California
|
$1.58M
|
+$1.58M
|
+15,692
|
New
|
|
|
18
|
|
$1.58M
|
-$93.9M
|
-930,347
|
-98%
|
|
|
19
|
Financial Engines Advisors
Santa Clara,
California
|
$1.4M
|
+$33.3K
|
+330
|
+2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.28M
|
+$424K
|
+4,198
|
+49%
|
|
|
21
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.21M
|
–
|
–
|
–
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$1.12M
|
-$2.11M
|
-20,875
|
-65%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$295K
|
+2,921
|
+38%
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.06M
|
+$1.06M
|
+10,500
|
New
|
|
|
25
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.05M
|
+$5.05K
|
+50
|
+0.5%
|
|
