|
1
|
Valmark Advisers
Akron,
Ohio
|
USD 264 M
|
-USD 1.54 M
|
-49,962
|
-0.6%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
USD 174 M
|
+USD 15.4 M
|
+498,902
|
+10%
|
|
|
3
|
Balentine LLC
Atlanta,
Georgia
|
USD 118 M
|
+USD 42.9 M
|
+1,393,953
|
+59%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
USD 106 M
|
+USD 38.3 M
|
+1,245,777
|
+58%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
USD 103 M
|
+USD 15 M
|
+488,807
|
+17%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
USD 94.7 M
|
+USD 14.3 M
|
+465,879
|
+18%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
USD 88.2 M
|
+USD 21.5 M
|
+698,643
|
+34%
|
|
|
8
|
LPL Financial
San Diego,
California
|
USD 59.6 M
|
+USD 4.3 M
|
+139,868
|
+8%
|
|
|
9
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
USD 59 M
|
+USD 5.03 M
|
+163,515
|
+9%
|
|
|
10
|
|
USD 57.8 M
|
+USD 2.1 M
|
+68,207
|
+4%
|
|
|
11
|
Kays Financial Advisory
Atlanta,
Georgia
|
USD 43 M
|
+USD 1.34 M
|
+43,525
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 40.2 M
|
+USD 9.36 M
|
+304,101
|
+31%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
USD 39.8 M
|
+USD 5.97 M
|
+194,054
|
+18%
|
|
|
14
|
Lutz Financial Services
Omaha,
Nebraska
|
USD 37.3 M
|
+USD 2.1 M
|
+68,123
|
+6%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
USD 34.2 M
|
-USD 6.74 M
|
-219,161
|
-17%
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
USD 32.9 M
|
+USD 8.76 M
|
+284,673
|
+37%
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
USD 32.2 M
|
+USD 1.3 M
|
+42,360
|
+4%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
USD 31.1 M
|
+USD 28.6 M
|
+928,496
|
+1,407%
|
|
|
19
|
Focused Wealth Management
Newburgh,
New York
|
USD 30 M
|
+USD 2.75 M
|
+89,232
|
+10%
|
|
|
20
|
Nottingham Advisors
Amherst,
New York
|
USD 28.8 M
|
-USD 5.94 M
|
-193,025
|
-18%
|
|
|
21
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
USD 27.3 M
|
+USD 1.32 M
|
+42,891
|
+5%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
USD 24.4 M
|
+USD 8.92 M
|
+289,790
|
+59%
|
|
|
23
|
Money Design
Tokyo,
Japan
|
USD 24.1 M
|
+USD 7.22 M
|
+234,755
|
+44%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
USD 23.1 M
|
-USD 622 k
|
-20,216
|
-3%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
USD 23 M
|
+USD 2.1 M
|
+68,253
|
+10%
|
|
