|
1
|
Capital Advantage
Walnut Creek,
California
|
$42.2M
|
+$11.3M
|
+496,352
|
+37%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$34.8M
|
+$1.48M
|
+65,241
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$31.1M
|
+$3.73M
|
+164,270
|
+14%
|
|
|
4
|
Davenport & Co
Richmond,
Virginia
|
$24.9M
|
+$662K
|
+29,129
|
+3%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$23.5M
|
+$900K
|
+39,635
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
-$1.68M
|
-74,065
|
-7%
|
|
|
7
|
Apriem Advisors
Irvine,
California
|
$19.1M
|
-$20.8M
|
-916,972
|
-52%
|
|
|
8
|
|
$18.9M
|
-$8.12M
|
-357,223
|
-30%
|
|
|
9
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$17.1M
|
+$10.7M
|
+470,480
|
+168%
|
|
|
10
|
Evanston Advisors
Schaumburg,
Illinois
|
$15.4M
|
+$313K
|
+13,798
|
+2%
|
|
|
11
|
Ironwood Financial
Tucson,
Arizona
|
$13.3M
|
+$2.61M
|
+114,858
|
+24%
|
|
|
12
|
Aviance Capital Management
Sarasota,
Florida
|
$12M
|
+$362K
|
+15,915
|
+3%
|
|
|
13
|
|
$9.43M
|
+$9.1M
|
+400,427
|
+2,933%
|
|
|
14
|
Vigilant Capital Management
Portland,
Maine
|
$9.04M
|
+$53.1K
|
+2,338
|
+0.6%
|
|
|
15
|
Atwood & Palmer
Kansas City,
Missouri
|
$8.36M
|
+$35.9K
|
+1,578
|
+0.4%
|
|
|
16
|
Courier Capital
Buffalo,
New York
|
$7.05M
|
+$212K
|
+9,353
|
+3%
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$6M
|
-$22.4K
|
-987
|
-0.4%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$5.71M
|
-$429K
|
-18,900
|
-7%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$5.53M
|
-$85.7K
|
-3,774
|
-2%
|
|
|
20
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.14M
|
+$2.52M
|
+111,129
|
+97%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$4.47M
|
-$648K
|
-28,536
|
-13%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.27M
|
+$73.7K
|
+3,246
|
+2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.9M
|
-$177K
|
-7,777
|
-4%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.78M
|
-$1.59M
|
-69,817
|
-30%
|
|
|
25
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$3.3M
|
+$293K
|
+12,910
|
+10%
|
|
