|
1
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$62.6M
|
+$3.54M
|
+35,133
|
+6%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$17.3M
|
-$725K
|
-7,189
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$41.5K
|
+412
|
+0.3%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.1M
|
+$2.02M
|
+19,991
|
+25%
|
|
|
5
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$9.75M
|
+$363K
|
+3,600
|
+4%
|
|
|
6
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$9.57M
|
+$2.53M
|
+25,116
|
+36%
|
|
|
7
|
|
$7.41M
|
+$5.75M
|
+57,057
|
+356%
|
|
|
8
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$7.01M
|
+$643K
|
+6,381
|
+10%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.52M
|
+$5.02M
|
+49,827
|
+1,091%
|
|
|
10
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$4.62M
|
+$237K
|
+2,346
|
+5%
|
|
|
11
|
|
$4.18M
|
+$431K
|
+4,274
|
+12%
|
|
|
12
|
|
$4.11M
|
-$595K
|
-5,906
|
-13%
|
|
|
13
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.78M
|
–
|
–
|
–
|
|
|
14
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.02M
|
-$81.9K
|
-812
|
-3%
|
|
|
15
|
Firestone Capital Management
Coral Gables,
Florida
|
$2.93M
|
+$102K
|
+1,012
|
+4%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.85M
|
+$1.2M
|
+11,879
|
+73%
|
|
|
17
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.63M
|
+$2.22M
|
+22,026
|
+567%
|
|
|
18
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.61M
|
-$10.6K
|
-105
|
-0.4%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$2.6M
|
+$7.66K
|
+76
|
+0.3%
|
|
|
20
|
Mayport LLC
Newton,
Massachusetts
|
$2.53M
|
+$432K
|
+4,286
|
+21%
|
|
|
21
|
Burton Enright Welch
Walnut Creek,
California
|
$2.46M
|
+$434K
|
+4,305
|
+22%
|
|
|
22
|
Flow Traders U.S.
New York
|
$2.14M
|
+$2.12M
|
+21,075
|
New
|
|
|
23
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.11M
|
+$173K
|
+1,715
|
+9%
|
|
|
24
|
Silver Oak Advisory Group
Portland,
Oregon
|
$1.98M
|
+$116K
|
+1,154
|
+6%
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.83M
|
+$372K
|
+3,687
|
+26%
|
|
