|
1
|
Valmark Advisers
Akron,
Ohio
|
$59.6M
|
-$989K
|
-39,411
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
-$1.99M
|
-79,373
|
-8%
|
|
|
3
|
|
$4.66M
|
-$1.03M
|
-40,902
|
-18%
|
|
|
4
|
|
$4.22M
|
+$771K
|
+30,720
|
+23%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.17M
|
-$136K
|
-5,419
|
-3%
|
|
|
6
|
TD Ameritrade Trust
Denver,
Colorado
|
$3.04M
|
+$70.9K
|
+2,828
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.09M
|
+$593K
|
+23,641
|
+41%
|
|
|
8
|
|
$1.66M
|
+$846K
|
+33,716
|
+109%
|
|
|
9
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.5M
|
–
|
–
|
–
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.21M
|
-$34.6K
|
-1,378
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.04M
|
+$546K
|
+21,750
|
+116%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$966K
|
-$117K
|
-4,667
|
-11%
|
|
|
13
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$885K
|
–
|
–
|
–
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$837K
|
+$180K
|
+7,164
|
+28%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$752K
|
+$135K
|
+5,400
|
+23%
|
|
|
16
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$726K
|
-$622K
|
-24,791
|
-47%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$681K
|
+$320K
|
+12,740
|
+92%
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
$626K
|
+$201
|
+8
|
+0%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$606K
|
-$359K
|
-14,318
|
-38%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$558K
|
+$12K
|
+479
|
+2%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$519K
|
–
|
–
|
–
|
|
|
22
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$428K
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$414K
|
-$54.4K
|
-2,170
|
-12%
|
|
|
24
|
Sandy Spring Bank
Olney,
Maryland
|
$374K
|
-$9.41K
|
-375
|
-3%
|
|
|
25
|
Round Table Services
Westfield,
New Jersey
|
$370K
|
–
|
–
|
–
|
|
