|
1
|
Valmark Advisers
Akron,
Ohio
|
$54.3M
|
+$850K
|
+34,779
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.9M
|
-$3.3M
|
-135,037
|
-15%
|
|
|
3
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$8.73M
|
-$38.6K
|
-1,581
|
-0.4%
|
|
|
4
|
Cable Hill Partners
Portland,
Oregon
|
$7.94M
|
+$8.54M
|
+349,636
|
+5,974%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.63M
|
–
|
–
|
–
|
|
|
6
|
|
$3.22M
|
-$1.53M
|
-62,716
|
-30%
|
|
|
7
|
TD Ameritrade Trust
Denver,
Colorado
|
$1.98M
|
-$263K
|
-10,746
|
-11%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
+$676K
|
+27,664
|
+57%
|
|
|
9
|
|
$1.44M
|
-$109K
|
-4,444
|
-6%
|
|
|
10
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.28M
|
-$32.2K
|
-1,318
|
-2%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$956K
|
+$71.6K
|
+2,929
|
+7%
|
|
|
12
|
|
$956K
|
+$1.05M
|
+42,763
|
New
|
|
|
13
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$831K
|
+$197K
|
+8,070
|
+28%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$786K
|
-$1.56M
|
-63,920
|
-65%
|
|
|
15
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$747K
|
–
|
–
|
–
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$609K
|
+$123K
|
+5,034
|
+15%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$593K
|
-$4.89K
|
-200
|
-0.7%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$565K
|
+$99.3K
|
+4,065
|
+19%
|
|
|
19
|
M Holdings Securities
Portland,
Oregon
|
$533K
|
-$16.8K
|
-689
|
-3%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$487K
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$472K
|
-$77.3K
|
-3,164
|
-14%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$437K
|
+$97.2K
|
+3,976
|
+26%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$386K
|
-$527K
|
-21,547
|
-56%
|
|
|
24
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$373K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$332K
|
+$363K
|
+14,852
|
New
|
|
