|
1
|
Capital Advantage
Walnut Creek,
California
|
$40.7M
|
-$1.22M
|
-54,002
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$35.6M
|
-$1.28M
|
-56,357
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
+$1.09M
|
+47,985
|
+4%
|
|
|
4
|
Davenport & Co
Richmond,
Virginia
|
$24.4M
|
-$479K
|
-21,171
|
-2%
|
|
|
5
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$23.9M
|
+$543K
|
+23,990
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$19.4M
|
-$1.15M
|
-50,975
|
-6%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$18.7M
|
-$215K
|
-9,483
|
-1%
|
|
|
8
|
|
$18.5M
|
-$775K
|
-34,223
|
-4%
|
|
|
9
|
Evanston Advisors
Schaumburg,
Illinois
|
$15.9M
|
+$322K
|
+14,213
|
+2%
|
|
|
10
|
Ironwood Financial
Tucson,
Arizona
|
$14.6M
|
-$11.4K
|
-505
|
-0.1%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$12.9M
|
+$2.25M
|
+99,435
|
+21%
|
|
|
12
|
Aviance Capital Management
Sarasota,
Florida
|
$8.78M
|
-$1.11M
|
-49,116
|
-11%
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$8.47M
|
-$77K
|
-3,402
|
-0.9%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.67M
|
-$425K
|
-18,789
|
-5%
|
|
|
15
|
Courier Capital
Buffalo,
New York
|
$7.42M
|
+$196K
|
+8,635
|
+3%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$6.73M
|
+$174K
|
+7,668
|
+3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.18M
|
+$1.84M
|
+81,265
|
+55%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$5.13M
|
-$354K
|
-15,615
|
-6%
|
|
|
19
|
Barnett & Company
Chattanooga,
Tennessee
|
$4.8M
|
+$1.52M
|
+66,975
|
+46%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.34M
|
+$149K
|
+6,598
|
+4%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.23M
|
-$31.7K
|
-1,401
|
-0.7%
|
|
|
22
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.95M
|
-$1.02M
|
-44,827
|
-20%
|
|
|
23
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$3.74M
|
+$171K
|
+7,570
|
+5%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$3.55M
|
-$267K
|
-11,802
|
-7%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.49M
|
+$247K
|
+10,924
|
+8%
|
|
