|
1
|
Valmark Advisers
Akron,
Ohio
|
$71.3M
|
+$4.9M
|
+192,588
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
-$626K
|
-24,586
|
-2%
|
|
|
3
|
|
$17.5M
|
-$1.4M
|
-54,854
|
-7%
|
|
|
4
|
Comerica Bank
Dallas,
Texas
|
$8.48M
|
-$1.27M
|
-49,785
|
-13%
|
|
|
5
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6.4M
|
+$2.27M
|
+89,000
|
+54%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.21M
|
+$256K
|
+10,070
|
+4%
|
|
|
7
|
TD Ameritrade Trust
Denver,
Colorado
|
$5.06M
|
-$2.42M
|
-94,851
|
-32%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.23M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3M
|
+$100K
|
+3,942
|
+3%
|
|
|
10
|
|
$2.73M
|
+$362K
|
+14,204
|
+15%
|
|
|
11
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.63M
|
–
|
–
|
–
|
|
|
12
|
|
$1.91M
|
-$256K
|
-10,065
|
-12%
|
|
|
13
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.53M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.42M
|
-$434K
|
-17,037
|
-23%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.39M
|
+$5.93K
|
+233
|
+0.4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$891K
|
+$143K
|
+5,618
|
+19%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$861K
|
+$390K
|
+15,320
|
+82%
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
$783K
|
+$7.08K
|
+278
|
+0.9%
|
|
|
19
|
|
$614K
|
+$618K
|
+24,275
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$596K
|
+$24.5K
|
+963
|
+4%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$592K
|
+$120K
|
+4,701
|
+25%
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$586K
|
-$4.58K
|
-180
|
-0.8%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$557K
|
-$31.9K
|
-1,252
|
-5%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$459K
|
+$462K
|
+18,150
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$432K
|
-$169K
|
-6,654
|
-28%
|
|
