|
1
|
Valmark Advisers
Akron,
Ohio
|
$62.3M
|
+$2.57M
|
+110,221
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.2M
|
+$1.22M
|
+52,160
|
+5%
|
|
|
3
|
|
$16.9M
|
+$191K
|
+8,163
|
+1%
|
|
|
4
|
Comerica Bank
Dallas,
Texas
|
$8.84M
|
+$4.03M
|
+172,452
|
+91%
|
|
|
5
|
TD Ameritrade Trust
Denver,
Colorado
|
$7.1M
|
-$165K
|
-7,084
|
-2%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.06M
|
–
|
–
|
–
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.2M
|
+$572K
|
+24,500
|
+13%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.07M
|
+$444K
|
+19,000
|
+13%
|
|
|
9
|
Alpha Capital Management
Austin,
Texas
|
$3.15M
|
-$132K
|
-5,658
|
-4%
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.73M
|
+$2.61M
|
+112,000
|
New
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$2.7M
|
+$2.59M
|
+110,824
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.7M
|
-$291K
|
-12,485
|
-10%
|
|
|
13
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.53M
|
-$57.2K
|
-2,450
|
-2%
|
|
|
14
|
|
$2.28M
|
-$532K
|
-22,779
|
-20%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.71M
|
+$41.3K
|
+1,767
|
+3%
|
|
|
16
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.48M
|
–
|
–
|
–
|
|
|
17
|
|
$1.41M
|
+$1.35M
|
+57,926
|
New
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.41M
|
+$982K
|
+42,045
|
+265%
|
|
|
19
|
|
$1.34M
|
-$15.1K
|
-646
|
-1%
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.25M
|
+$1.19M
|
+51,165
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$928K
|
-$1.47M
|
-63,009
|
-62%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$921K
|
-$190K
|
-8,160
|
-18%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$843K
|
+$16.4K
|
+704
|
+2%
|
|
|
24
|
Sandy Spring Bank
Olney,
Maryland
|
$641K
|
-$2.8K
|
-120
|
-0.5%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$582K
|
-$57.7K
|
-2,472
|
-9%
|
|
