|
1
|
Evoke Wealth
Los Angeles,
California
|
$59.7M
|
-$6.68M
|
-122,009
|
-10%
|
|
|
2
|
|
$32.1M
|
+$33.7M
|
+615,058
|
New
|
|
|
3
|
Central Trust Company
Jefferson City,
Missouri
|
$27.1M
|
-$2.9M
|
-53,029
|
-9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$26.8M
|
+$23.9M
|
+435,498
|
+556%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$14.5M
|
-$10.3M
|
-188,820
|
-40%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$11.9M
|
+$207K
|
+3,783
|
+2%
|
|
|
7
|
Avos Capital Management
Seattle,
Washington
|
$11.3M
|
+$11.7M
|
+213,171
|
New
|
|
|
8
|
|
$10.3M
|
-$1.3M
|
-23,820
|
-11%
|
|
|
9
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$9.1M
|
-$1.51M
|
-27,543
|
-14%
|
|
|
10
|
|
$8.2M
|
+$7.96M
|
+145,410
|
+1,207%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$7.68M
|
+$414K
|
+7,553
|
+5%
|
|
|
12
|
Wealthedge Investment Advisors
New York
|
$7.61M
|
+$8.01M
|
+146,196
|
New
|
|
|
13
|
Sovran Advisors
San Diego,
California
|
$7.61M
|
+$8.17M
|
+149,263
|
New
|
|
|
14
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$7.1M
|
+$3.05M
|
+55,761
|
+69%
|
|
|
15
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.96M
|
+$88.2K
|
+1,610
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.59M
|
-$278K
|
-5,074
|
-7%
|
|
|
17
|
|
$3.23M
|
-$2.19M
|
-40,075
|
-39%
|
|
|
18
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3.21M
|
-$145K
|
-2,645
|
-4%
|
|
|
19
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.93M
|
–
|
–
|
–
|
|
|
20
|
Private Wealth Advisors (California)
Fresno,
California
|
$2.41M
|
+$141K
|
+2,580
|
+6%
|
|
|
21
|
MGO Private Wealth
Irvine,
California
|
$2.34M
|
+$2.46M
|
+44,966
|
New
|
|
|
22
|
CHB Investment Group
New Hope,
Pennsylvania
|
$1.91M
|
+$205K
|
+3,751
|
+11%
|
|
|
23
|
Greenline Partners
New York
|
$1.78M
|
-$243K
|
-4,445
|
-11%
|
|
|
24
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.71M
|
+$40.1K
|
+732
|
+2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$622K
|
+11,353
|
+53%
|
|
