|
1
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$33.5M
|
+$320K
|
+12,616
|
+1%
|
|
|
2
|
|
$22M
|
+$13M
|
+511,946
|
+145%
|
|
|
3
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$15M
|
-$7.1M
|
-279,842
|
-32%
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14.3M
|
+$7.41M
|
+292,260
|
+108%
|
|
|
5
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$10.9M
|
+$148K
|
+5,848
|
+1%
|
|
|
6
|
Bangor Savings Bank
Bangor,
Maine
|
$8.38M
|
+$224K
|
+8,852
|
+3%
|
|
|
7
|
Callahan Advisors
Houston,
Texas
|
$8.12M
|
+$2.73M
|
+107,526
|
+51%
|
|
|
8
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$7.01M
|
+$236K
|
+9,312
|
+3%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.69M
|
+$248K
|
+9,778
|
+5%
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.58M
|
+$5.58M
|
+220,000
|
New
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$5.35M
|
+$4.9M
|
+193,314
|
+1,089%
|
|
|
12
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.25M
|
+$62.3K
|
+2,458
|
+1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$4.84M
|
+$4.24M
|
+167,280
|
+705%
|
|
|
14
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.58M
|
-$19.5K
|
-770
|
-0.4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.18M
|
+$1.77M
|
+69,938
|
+74%
|
|
|
16
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.1M
|
-$776K
|
-30,596
|
-16%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$4.07M
|
+$3.75M
|
+147,944
|
+1,181%
|
|
|
18
|
Evermay Wealth Management
Arlington,
Virginia
|
$3.86M
|
+$698K
|
+27,528
|
+22%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$3.76M
|
+$445K
|
+17,560
|
+13%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.41M
|
+$644K
|
+25,408
|
+23%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.31M
|
+$3.05M
|
+120,436
|
+1,167%
|
|
|
22
|
Ironwood Financial
Tucson,
Arizona
|
$3.13M
|
-$478K
|
-18,852
|
-13%
|
|
|
23
|
Rench Wealth Management
Denton,
Texas
|
$2.93M
|
-$1.79M
|
-70,454
|
-38%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$2.88M
|
+$111K
|
+4,370
|
+4%
|
|
|
25
|
Capital Advantage
Walnut Creek,
California
|
$2.58M
|
-$5.63M
|
-222,038
|
-69%
|
|
