|
1
|
Bank of America
Charlotte,
North Carolina
|
$32.7M
|
+$7.37M
|
+329,247
|
+29%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$27.2M
|
+$9.43M
|
+421,673
|
+53%
|
|
|
3
|
Capital Advantage
Walnut Creek,
California
|
$21M
|
+$1.97M
|
+88,107
|
+10%
|
|
|
4
|
|
$19.5M
|
-$4.58M
|
-204,579
|
-19%
|
|
|
5
|
Davenport & Co
Richmond,
Virginia
|
$17.1M
|
+$2.76M
|
+123,358
|
+19%
|
|
|
6
|
|
$14.4M
|
+$1.75M
|
+78,215
|
+14%
|
|
|
7
|
Evanston Advisors
Schaumburg,
Illinois
|
$13.2M
|
+$29.5K
|
+1,317
|
+0.2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.94M
|
+$641K
|
+28,633
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.54M
|
+$1.52M
|
+67,990
|
+25%
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$7.13M
|
-$369K
|
-16,488
|
-5%
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$7.02M
|
+$153K
|
+6,840
|
+2%
|
|
|
12
|
Eastern Bank
Boston,
Massachusetts
|
$6.65M
|
+$271K
|
+12,113
|
+4%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$5.36M
|
+$349K
|
+15,594
|
+7%
|
|
|
14
|
Apriem Advisors
Irvine,
California
|
$4.5M
|
+$4.28M
|
+191,492
|
+2,026%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.91M
|
-$61.5K
|
-2,749
|
-2%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.57M
|
+$27.4K
|
+1,223
|
+0.8%
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$3.36M
|
+$3.36M
|
+149,980
|
New
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.34M
|
+$363K
|
+16,245
|
+12%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$3.24M
|
+$2.48M
|
+110,890
|
+329%
|
|
|
20
|
Raub Brock Capital Management
Larkspur,
California
|
$3.19M
|
+$83K
|
+3,710
|
+3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.07M
|
+$2.4M
|
+107,177
|
+359%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.05M
|
-$326K
|
-14,574
|
-10%
|
|
|
23
|
Park National Corp
Newark,
Ohio
|
$2.8M
|
+$131K
|
+5,870
|
+5%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$2.68M
|
+$136K
|
+6,077
|
+5%
|
|
|
25
|
PacWest Financial Management
Phoenix,
Arizona
|
$2.47M
|
+$148K
|
+6,635
|
+6%
|
|
