|
1
|
Evoke Wealth
Los Angeles,
California
|
$58.9M
|
-$3.68M
|
-68,720
|
-6%
|
|
|
2
|
|
$34.5M
|
+$757K
|
+14,144
|
+2%
|
|
|
3
|
Central Trust Company
Jefferson City,
Missouri
|
$29.5M
|
+$924K
|
+17,283
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
-$3.97M
|
-74,194
|
-14%
|
|
|
5
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$22.8M
|
+$22.3M
|
+416,481
|
New
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$17.1M
|
+$1.75M
|
+32,658
|
+12%
|
|
|
7
|
Empowered Funds
Havertown,
Pennsylvania
|
$15.7M
|
+$15.3M
|
+285,894
|
New
|
|
|
8
|
Wealthedge Investment Advisors
New York
|
$12.1M
|
+$3.93M
|
+73,556
|
+50%
|
|
|
9
|
Avos Capital Management
Seattle,
Washington
|
$11.2M
|
-$504K
|
-9,429
|
-4%
|
|
|
10
|
Sovran Advisors
San Diego,
California
|
$8.59M
|
+$920K
|
+17,192
|
+12%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$7.87M
|
-$217K
|
-4,056
|
-3%
|
|
|
12
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$6.35M
|
-$1.1M
|
-20,553
|
-15%
|
|
|
13
|
Yoder Wealth Management
Walnut Creek,
California
|
$5.38M
|
+$150K
|
+2,813
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
-$123K
|
-2,301
|
-3%
|
|
|
15
|
|
$3.32M
|
+$1.86M
|
+34,791
|
+135%
|
|
|
16
|
|
$3.29M
|
-$114K
|
-2,128
|
-3%
|
|
|
17
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$3.09M
|
–
|
–
|
–
|
|
|
18
|
MGO Private Wealth
Irvine,
California
|
$2.83M
|
+$352K
|
+6,585
|
+15%
|
|
|
19
|
Private Wealth Advisors (California)
Fresno,
California
|
$2.61M
|
+$66.5K
|
+1,244
|
+3%
|
|
|
20
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.54M
|
-$824K
|
-15,395
|
-25%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$2.32M
|
+$535K
|
+10,000
|
+31%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$2.2M
|
-$10.1M
|
-188,272
|
-82%
|
|
|
23
|
CHB Investment Group
New Hope,
Pennsylvania
|
$2.14M
|
+$120K
|
+2,236
|
+6%
|
|
|
24
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.84M
|
+$36.7K
|
+687
|
+2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
+$89.4K
|
+1,672
|
+5%
|
|
