|
1
|
Evoke Wealth
Los Angeles,
California
|
$50.4M
|
-$5.88M
|
-113,490
|
-11%
|
|
|
2
|
Central Trust Company
Jefferson City,
Missouri
|
$29.1M
|
+$873K
|
+16,869
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$24.8M
|
+$1.68M
|
+32,360
|
+7%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$18.2M
|
+$1.8M
|
+34,804
|
+11%
|
|
|
5
|
Avos Capital Management
Seattle,
Washington
|
$14.6M
|
+$3.88M
|
+74,958
|
+37%
|
|
|
6
|
Wealthedge Investment Advisors
New York
|
$13.8M
|
+$2.28M
|
+44,059
|
+20%
|
|
|
7
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$9.74M
|
+$3.61M
|
+69,754
|
+60%
|
|
|
8
|
Sovran Advisors
San Diego,
California
|
$8.31M
|
-$238K
|
-4,594
|
-3%
|
|
|
9
|
Fermata Advisors
Sonoma,
California
|
$6.9M
|
-$624K
|
-12,052
|
-8%
|
|
|
10
|
Yoder Wealth Management
Walnut Creek,
California
|
$5.45M
|
+$302K
|
+5,830
|
+6%
|
|
|
11
|
|
$3.74M
|
+$583K
|
+11,262
|
+19%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$3.63M
|
+$1.5M
|
+29,058
|
+72%
|
|
|
13
|
L.J. Altfest & Co
New York
|
$3.4M
|
+$3.35M
|
+64,783
|
New
|
|
|
14
|
|
$3.21M
|
+$28.1K
|
+543
|
+0.9%
|
|
|
15
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.96M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.94M
|
-$546K
|
-10,549
|
-16%
|
|
|
17
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.7M
|
+$930K
|
+17,955
|
+54%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$2.6M
|
+$2.45M
|
+47,234
|
+1,964%
|
|
|
19
|
Private Wealth Advisors (California)
Fresno,
California
|
$2.57M
|
+$71.3K
|
+1,377
|
+3%
|
|
|
20
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.5M
|
+$72.2K
|
+1,394
|
+3%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$2.35M
|
+$131K
|
+2,530
|
+6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.33M
|
+$587K
|
+11,344
|
+34%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.23M
|
+$573K
|
+11,065
|
+35%
|
|
|
24
|
CHB Investment Group
New Hope,
Pennsylvania
|
$2.11M
|
+$64.5K
|
+1,246
|
+3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.77M
|
+$522K
|
+10,088
|
+43%
|
|
