|
1
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$58.2M
|
+$4.25M
|
+42,547
|
+8%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$17.8M
|
-$455K
|
-4,550
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$4.66M
|
+46,634
|
+66%
|
|
|
4
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$9.26M
|
+$1.22M
|
+12,220
|
+15%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.95M
|
+$888K
|
+8,879
|
+13%
|
|
|
6
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$6.93M
|
+$6.92M
|
+69,254
|
New
|
|
|
7
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$6.28M
|
+$2.5M
|
+25,026
|
+66%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.14M
|
+$258K
|
+2,586
|
+5%
|
|
|
9
|
|
$4.65M
|
+$4.64M
|
+46,427
|
New
|
|
|
10
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$4.32M
|
+$579K
|
+5,794
|
+15%
|
|
|
11
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.73M
|
+$3.72M
|
+37,260
|
New
|
|
|
12
|
|
$3.69M
|
+$3.69M
|
+36,921
|
New
|
|
|
13
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.06M
|
-$695K
|
-6,955
|
-19%
|
|
|
14
|
Firestone Capital Management
Coral Gables,
Florida
|
$2.79M
|
+$1.02M
|
+10,172
|
+57%
|
|
|
15
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.58M
|
-$77K
|
-770
|
-3%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$2.56M
|
+$46.7K
|
+467
|
+2%
|
|
|
17
|
Mayport LLC
Newton,
Massachusetts
|
$2.06M
|
+$410K
|
+4,103
|
+25%
|
|
|
18
|
Burton Enright Welch
Walnut Creek,
California
|
$1.99M
|
+$423K
|
+4,236
|
+27%
|
|
|
19
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.91M
|
-$262K
|
-2,621
|
-12%
|
|
|
20
|
Silver Oak Advisory Group
Portland,
Oregon
|
$1.84M
|
+$124K
|
+1,238
|
+7%
|
|
|
21
|
Graypoint LLC
Albany,
New York
|
$1.64M
|
–
|
–
|
–
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.63M
|
+$354K
|
+3,545
|
+28%
|
|
|
23
|
|
$1.6M
|
+$32.9K
|
+329
|
+2%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.44M
|
+$1.12M
|
+11,251
|
+360%
|
|
|
25
|
MGO Private Wealth
Irvine,
California
|
$1.34M
|
+$1.34M
|
+13,433
|
New
|
|
