|
1
|
Capital Advantage
Walnut Creek,
California
|
$27.9M
|
+$9.8M
|
+442,415
|
+57%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21.8M
|
-$6.09M
|
-274,815
|
-22%
|
|
|
3
|
Davenport & Co
Richmond,
Virginia
|
$19.8M
|
+$1.71M
|
+77,346
|
+10%
|
|
|
4
|
|
$18.1M
|
+$1.32M
|
+59,400
|
+8%
|
|
|
5
|
Evanston Advisors
Schaumburg,
Illinois
|
$14.3M
|
+$689K
|
+31,111
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
-$3.75M
|
-169,205
|
-24%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$11.5M
|
+$3.15M
|
+142,352
|
+38%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$2.04M
|
+91,896
|
+23%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.97M
|
+$2.39M
|
+107,710
|
+32%
|
|
|
10
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$9.65M
|
+$9.62M
|
+433,966
|
New
|
|
|
11
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$8.79M
|
+$2.14M
|
+96,770
|
+32%
|
|
|
12
|
Courier Capital
Buffalo,
New York
|
$8.55M
|
+$984K
|
+44,395
|
+13%
|
|
|
13
|
WBI Investments
Red Bank,
New Jersey
|
$7.55M
|
-$62.8K
|
-2,834
|
-0.8%
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$6.77M
|
-$697K
|
-31,461
|
-9%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$5.44M
|
+$77.1K
|
+3,479
|
+1%
|
|
|
16
|
Atwood & Palmer
Kansas City,
Missouri
|
$5.42M
|
+$272K
|
+12,260
|
+5%
|
|
|
17
|
Ironwood Financial
Tucson,
Arizona
|
$5.25M
|
+$706K
|
+31,842
|
+16%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.03M
|
+$1.4M
|
+63,367
|
+39%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.75M
|
-$1.3M
|
-58,817
|
-22%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$4.26M
|
+$325K
|
+14,688
|
+8%
|
|
|
21
|
Vigilant Capital Management
Portland,
Maine
|
$4.08M
|
+$1.34M
|
+60,491
|
+49%
|
|
|
22
|
Reinhart Partners
Mequon,
Wisconsin
|
$3.56M
|
+$4.43K
|
+200
|
+0.1%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.54M
|
+$5.54K
|
+250
|
+0.2%
|
|
|
24
|
Park National Corp
Newark,
Ohio
|
$3.26M
|
+$116K
|
+5,232
|
+4%
|
|
|
25
|
Raub Brock Capital Management
Larkspur,
California
|
$3.23M
|
-$227K
|
-10,240
|
-7%
|
|
