|
1
|
Valmark Advisers
Akron,
Ohio
|
$59.7M
|
+$446K
|
+17,006
|
+0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
+$615K
|
+23,420
|
+3%
|
|
|
3
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$9.99M
|
+$10.3M
|
+391,987
|
New
|
|
|
4
|
|
$5.27M
|
+$653K
|
+24,881
|
+14%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.14M
|
–
|
–
|
–
|
|
|
6
|
TD Ameritrade Trust
Denver,
Colorado
|
$2.53M
|
-$502K
|
-19,112
|
-16%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.52M
|
+$457K
|
+17,415
|
+21%
|
|
|
8
|
|
$1.76M
|
-$2.51M
|
-95,687
|
-58%
|
|
|
9
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.5M
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.24M
|
+$578K
|
+22,020
|
+83%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.01M
|
+$188K
|
+7,162
|
+22%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$988K
|
-$46K
|
-1,752
|
-4%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$873K
|
-$90.6K
|
-3,450
|
-9%
|
|
|
14
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$851K
|
-$29.1K
|
-1,110
|
-3%
|
|
|
15
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$742K
|
+$19.8K
|
+755
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$681K
|
-$69.4K
|
-2,643
|
-9%
|
|
|
17
|
M Holdings Securities
Portland,
Oregon
|
$625K
|
+$3.36K
|
+128
|
+0.5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$595K
|
-$6.56K
|
-250
|
-1%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$555K
|
–
|
–
|
–
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$540K
|
+$24.9K
|
+950
|
+5%
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$431K
|
+$355K
|
+13,533
|
+399%
|
|
|
22
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$426K
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$397K
|
-$16.1K
|
-614
|
-4%
|
|
|
24
|
Round Table Services
Westfield,
New Jersey
|
$368K
|
–
|
–
|
–
|
|
|
25
|
Sandy Spring Bank
Olney,
Maryland
|
$359K
|
-$13.1K
|
-500
|
-3%
|
|
