|
1
|
Capital Advantage
Walnut Creek,
California
|
$55.5M
|
-$20.8M
|
-990,856
|
-27%
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$32.7M
|
+$2.36M
|
+112,304
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$32.6M
|
+$3.2M
|
+152,483
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$30.3M
|
+$2.73M
|
+130,208
|
+10%
|
|
|
5
|
|
$25.2M
|
+$2.72M
|
+129,560
|
+12%
|
|
|
6
|
Evanston Advisors
Schaumburg,
Illinois
|
$21.7M
|
+$67.9K
|
+3,231
|
+0.3%
|
|
|
7
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$18.6M
|
+$18.6M
|
+887,530
|
New
|
|
|
8
|
Davenport & Co
Richmond,
Virginia
|
$17.6M
|
+$295K
|
+14,038
|
+2%
|
|
|
9
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$17.1M
|
+$680K
|
+32,355
|
+4%
|
|
|
10
|
First Command Bank
Fort Worth,
Texas
|
$15.4M
|
+$7.68M
|
+365,584
|
+99%
|
|
|
11
|
First Command Financial Services
Fort Worth,
Texas
|
$15.4M
|
+$7.68M
|
+365,584
|
+99%
|
|
|
12
|
Ironwood Financial
Tucson,
Arizona
|
$13.1M
|
+$13.1M
|
+625,248
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$279K
|
-13,279
|
-3%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.5M
|
+$929K
|
+44,245
|
+10%
|
|
|
15
|
SNS Financial Group
Minneapolis,
Minnesota
|
$10M
|
+$602K
|
+28,672
|
+6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$9.25M
|
+$9.25M
|
+440,517
|
New
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$9.13M
|
+$430K
|
+20,460
|
+5%
|
|
|
18
|
Financial Advisory Group
Houston,
Texas
|
$8.89M
|
-$327K
|
-15,552
|
-4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.87M
|
+$3.74M
|
+178,077
|
+73%
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.58M
|
+$740K
|
+35,216
|
+9%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$8.37M
|
-$161K
|
-7,679
|
-2%
|
|
|
22
|
Private Vista
Chicago,
Illinois
|
$7.18M
|
+$7.19M
|
+342,162
|
New
|
|
|
23
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$6.74M
|
+$6.74M
|
+321,057
|
New
|
|
|
24
|
|
$6.63M
|
+$4.54M
|
+216,278
|
+217%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$6.59M
|
+$6.61M
|
+314,672
|
New
|
|
