|
1
|
Valmark Advisers
Akron,
Ohio
|
$68M
|
+$1.82M
|
+72,429
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29M
|
+$2.14M
|
+85,222
|
+8%
|
|
|
3
|
|
$19.3M
|
+$1.29M
|
+51,415
|
+7%
|
|
|
4
|
Comerica Bank
Dallas,
Texas
|
$10M
|
+$555K
|
+22,116
|
+6%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$7.87M
|
+$7.63M
|
+303,785
|
New
|
|
|
6
|
TD Ameritrade Trust
Denver,
Colorado
|
$7.61M
|
+$91.9K
|
+3,660
|
+1%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.1M
|
+$560K
|
+22,299
|
+10%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.32M
|
–
|
–
|
–
|
|
|
9
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4.25M
|
+$1.31M
|
+52,000
|
+46%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.96M
|
+$96.2K
|
+3,832
|
+3%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$2.81M
|
-$60.9K
|
-2,425
|
-2%
|
|
|
12
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.69M
|
–
|
–
|
–
|
|
|
13
|
|
$2.42M
|
–
|
–
|
–
|
|
|
14
|
|
$2.22M
|
+$764K
|
+30,421
|
+55%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.9M
|
+$113K
|
+4,486
|
+7%
|
|
|
16
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.57M
|
–
|
–
|
–
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.42M
|
-$76.6K
|
-3,052
|
-5%
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
$794K
|
+$770K
|
+30,654
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$765K
|
+$649K
|
+25,832
|
+697%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$615K
|
-$353K
|
-14,043
|
-37%
|
|
|
21
|
Sandy Spring Bank
Olney,
Maryland
|
$604K
|
-$74.5K
|
-2,967
|
-11%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$602K
|
-$15.2K
|
-605
|
-3%
|
|
|
23
|
Virtu KCG Holdings
New York
|
$596K
|
+$578K
|
+23,018
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$585K
|
+$66.1K
|
+2,633
|
+13%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$485K
|
+$470K
|
+18,710
|
New
|
|
