|
1
|
Valmark Advisers
Akron,
Ohio
|
$67M
|
+$3.01M
|
+96,731
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
-$8.32K
|
-267
|
-0%
|
|
|
3
|
Oppenheimer Asset Management
New York
|
$8.51M
|
–
|
–
|
–
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$7.73M
|
-$1.26M
|
-40,503
|
-14%
|
|
|
5
|
|
$4.54M
|
+$143K
|
+4,576
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.89M
|
+$109K
|
+3,501
|
+3%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$3.86M
|
+$166K
|
+5,329
|
+5%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.24M
|
–
|
–
|
–
|
|
|
9
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.81M
|
–
|
–
|
–
|
|
|
10
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.7M
|
-$1.37M
|
-44,000
|
-39%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.65M
|
+$157K
|
+5,037
|
+11%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.27M
|
-$6.33K
|
-203
|
-0.5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.16M
|
+$157K
|
+5,033
|
+16%
|
|
|
14
|
M Holdings Securities
Portland,
Oregon
|
$968K
|
+$7.73K
|
+248
|
+0.8%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$883K
|
-$83.6K
|
-2,683
|
-9%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$755K
|
+$37.6K
|
+1,207
|
+5%
|
|
|
17
|
|
$528K
|
-$413K
|
-13,241
|
-44%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$527K
|
+$58.9K
|
+1,889
|
+13%
|
|
|
19
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$477K
|
–
|
–
|
–
|
|
|
20
|
Round Table Services
Westfield,
New Jersey
|
$459K
|
–
|
–
|
–
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
$428K
|
–
|
–
|
–
|
|
|
22
|
Oppenheimer & Co
New York
|
$371K
|
+$10.3K
|
+329
|
+3%
|
|
|
23
|
IMA Advisory Services
Denver,
Colorado
|
$299K
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$292K
|
+$9.6K
|
+309
|
+3%
|
|
|
25
|
Cable Hill Partners
Portland,
Oregon
|
$288K
|
-$59.2K
|
-1,898
|
-18%
|
|
