|
1
|
Capital Advantage
Walnut Creek,
California
|
$42.1M
|
+$63.4K
|
+2,794
|
+0.2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$37M
|
+$2.32M
|
+102,177
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
-$3.82M
|
-168,117
|
-12%
|
|
|
4
|
Davenport & Co
Richmond,
Virginia
|
$24.9M
|
+$162K
|
+7,120
|
+0.7%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$23.4M
|
+$37.8K
|
+1,666
|
+0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$20.6M
|
-$160K
|
-7,029
|
-0.8%
|
|
|
7
|
|
$19.3M
|
+$480K
|
+21,164
|
+3%
|
|
|
8
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$19M
|
+$1.94M
|
+85,474
|
+11%
|
|
|
9
|
Evanston Advisors
Schaumburg,
Illinois
|
$15.6M
|
+$272K
|
+11,980
|
+2%
|
|
|
10
|
Ironwood Financial
Tucson,
Arizona
|
$14.6M
|
+$1.36M
|
+59,978
|
+10%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$10.7M
|
-$8.25M
|
-363,604
|
-43%
|
|
|
12
|
Aviance Capital Management
Sarasota,
Florida
|
$9.92M
|
-$2.04M
|
-89,695
|
-17%
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$8.58M
|
-$430K
|
-18,963
|
-5%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$8.12M
|
-$202K
|
-8,898
|
-2%
|
|
|
15
|
Courier Capital
Buffalo,
New York
|
$7.25M
|
+$227K
|
+10,010
|
+3%
|
|
|
16
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$6.96M
|
+$6.96M
|
+306,717
|
New
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$6.58M
|
+$596K
|
+26,259
|
+10%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$5.5M
|
-$186K
|
-8,196
|
-3%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.99M
|
+$1.23M
|
+54,150
|
+33%
|
|
|
20
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$4.98M
|
-$535K
|
-23,553
|
-10%
|
|
|
21
|
Private Vista
Chicago,
Illinois
|
$4.37M
|
+$3.38M
|
+148,696
|
+340%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.27M
|
+$16.5K
|
+725
|
+0.4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.21M
|
+$321K
|
+14,159
|
+8%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$3.83M
|
-$579K
|
-25,501
|
-13%
|
|
|
25
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$3.58M
|
+$288K
|
+12,710
|
+9%
|
|
