|
1
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$41.8M
|
+$14.2M
|
+559,380
|
+51%
|
|
|
2
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$22.2M
|
+$438K
|
+17,308
|
+2%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$8.45M
|
+$515K
|
+20,354
|
+6%
|
|
|
4
|
Rench Wealth Management
Denton,
Texas
|
$7.35M
|
+$855K
|
+33,788
|
+13%
|
|
|
5
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$6.1M
|
+$220K
|
+8,700
|
+4%
|
|
|
6
|
|
$5.39M
|
+$3.73M
|
+147,284
|
+224%
|
|
|
7
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.16M
|
-$17.7K
|
-700
|
-0.3%
|
|
|
8
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.5M
|
+$342K
|
+13,514
|
+8%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.02M
|
+$412K
|
+16,284
|
+11%
|
|
|
10
|
Confluence Wealth Management
Portland,
Oregon
|
$3.95M
|
-$13.1K
|
-518
|
-0.3%
|
|
|
11
|
Callahan Advisors
Houston,
Texas
|
$3.68M
|
+$154K
|
+6,100
|
+4%
|
|
|
12
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.31M
|
-$541K
|
-21,402
|
-14%
|
|
|
13
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.75M
|
–
|
–
|
–
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.71M
|
+$321K
|
+12,676
|
+13%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.92M
|
+$67.5K
|
+2,668
|
+4%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
-$357K
|
-14,106
|
-19%
|
|
|
17
|
DRW Securities
Chicago,
Illinois
|
$1.5M
|
+$1.49M
|
+59,072
|
New
|
|
|
18
|
Cabot Wealth Management
Salem,
Massachusetts
|
$840K
|
+$331K
|
+13,082
|
+65%
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
$826K
|
-$80.7K
|
-3,192
|
-9%
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$711K
|
+$712K
|
+28,156
|
New
|
|
|
21
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$700K
|
-$127K
|
-5,030
|
-15%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$653K
|
-$48.1K
|
-1,902
|
-7%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$601K
|
-$5.87K
|
-232
|
-1%
|
|
|
24
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$549K
|
+$548K
|
+21,680
|
New
|
|
|
25
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$393K
|
+$393K
|
+15,542
|
New
|
|
