|
1
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$27.6M
|
-$138K
|
-5,466
|
-0.5%
|
|
|
2
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$21.7M
|
+$9.89M
|
+391,224
|
+83%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$7.92M
|
-$5.48M
|
-216,628
|
-41%
|
|
|
4
|
Rench Wealth Management
Denton,
Texas
|
$6.49M
|
+$6.49M
|
+256,606
|
New
|
|
|
5
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$5.88M
|
+$314K
|
+12,400
|
+6%
|
|
|
6
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.17M
|
-$10.4K
|
-410
|
-0.2%
|
|
|
7
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.15M
|
-$61.4K
|
-2,430
|
-1%
|
|
|
8
|
Confluence Wealth Management
Portland,
Oregon
|
$3.96M
|
+$3.96M
|
+156,496
|
New
|
|
|
9
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.84M
|
+$1.4M
|
+55,320
|
+57%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.6M
|
+$3.6M
|
+142,490
|
New
|
|
|
11
|
Callahan Advisors
Houston,
Texas
|
$3.52M
|
+$385K
|
+15,238
|
+12%
|
|
|
12
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.75M
|
+$415K
|
+16,400
|
+18%
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.39M
|
+$484K
|
+19,160
|
+25%
|
|
|
14
|
Bouchey Financial Group
Troy,
New York
|
$1.94M
|
-$217K
|
-8,572
|
-10%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.93M
|
+$855K
|
+33,804
|
+80%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.85M
|
+$90.6K
|
+3,584
|
+5%
|
|
|
17
|
|
$1.66M
|
+$16.5K
|
+654
|
+1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.45M
|
-$4.16M
|
-164,514
|
-74%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$1.24M
|
+$1.24M
|
+48,874
|
New
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$905K
|
-$84.4K
|
-3,338
|
-9%
|
|
|
21
|
Optimum Investment Advisors
Chicago,
Illinois
|
$886K
|
-$138K
|
-5,440
|
-13%
|
|
|
22
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$826K
|
+$49.7K
|
+1,966
|
+6%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$792K
|
+$500K
|
+19,770
|
+171%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$700K
|
-$47.1K
|
-1,862
|
-6%
|
|
|
25
|
Summit Asset Management
Memphis,
Tennessee
|
$606K
|
+$5.87K
|
+232
|
+1%
|
|
