|
1
|
Evoke Wealth
Los Angeles,
California
|
$41.2M
|
-$9.86M
|
-188,784
|
-20%
|
|
|
2
|
Central Trust Company
Jefferson City,
Missouri
|
$35.7M
|
+$6.07M
|
+116,224
|
+21%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
-$551K
|
-10,553
|
-2%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$18.8M
|
+$355K
|
+6,790
|
+2%
|
|
|
5
|
Avos Capital Management
Seattle,
Washington
|
$17.9M
|
+$2.99M
|
+57,281
|
+21%
|
|
|
6
|
Wealthedge Investment Advisors
New York
|
$14.2M
|
+$160K
|
+3,071
|
+1%
|
|
|
7
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$10.2M
|
+$276K
|
+5,279
|
+3%
|
|
|
8
|
Sovran Advisors
San Diego,
California
|
$9.33M
|
+$600K
|
+11,498
|
+7%
|
|
|
9
|
Forefront Wealth Partners
Austin,
Texas
|
$9.31M
|
+$9.12M
|
+174,669
|
New
|
|
|
10
|
L.J. Altfest & Co
New York
|
$6.93M
|
+$3.4M
|
+65,192
|
+101%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$6.74M
|
-$255K
|
-4,883
|
-4%
|
|
|
12
|
Yoder Wealth Management
Walnut Creek,
California
|
$5.94M
|
+$399K
|
+7,643
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.01M
|
+$3.83M
|
+73,434
|
+4,161%
|
|
|
14
|
|
$3.77M
|
-$23.7K
|
-453
|
-0.6%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$3.56M
|
-$128K
|
-2,443
|
-4%
|
|
|
16
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$3.13M
|
–
|
–
|
–
|
|
|
17
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.99M
|
+$245K
|
+4,692
|
+9%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.98M
|
-$3.65K
|
-70
|
-0.1%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$2.79M
|
+$146K
|
+2,792
|
+6%
|
|
|
20
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.51M
|
-$26.4K
|
-506
|
-1%
|
|
|
21
|
Private Wealth Advisors (California)
Fresno,
California
|
$2.48M
|
-$121K
|
-2,322
|
-5%
|
|
|
22
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.4M
|
+$2.36M
|
+45,118
|
New
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$2.39M
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.95M
|
-$313K
|
-5,989
|
-14%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.68M
|
-$111K
|
-2,134
|
-6%
|
|
