|
1
|
Valmark Advisers
Akron,
Ohio
|
$63.7M
|
-$5.22M
|
-160,305
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.4M
|
-$104K
|
-3,207
|
-0.5%
|
|
|
3
|
Oppenheimer Asset Management
New York
|
$14M
|
+$4.73M
|
+145,330
|
+51%
|
|
|
4
|
|
$4.2M
|
-$470K
|
-14,423
|
-10%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$4.12M
|
+$147K
|
+4,525
|
+4%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.34M
|
–
|
–
|
–
|
|
|
7
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$3.3M
|
+$1.08M
|
+33,100
|
+49%
|
|
|
8
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.86M
|
–
|
–
|
–
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.72M
|
+$23.7K
|
+726
|
+1%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.58M
|
+$1.58M
|
+48,396
|
New
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.24M
|
-$65.2K
|
-2,000
|
-5%
|
|
|
12
|
|
$1.21M
|
+$668K
|
+20,489
|
+123%
|
|
|
13
|
Oppenheimer & Co
New York
|
$1.08M
|
+$699K
|
+21,445
|
+184%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$897K
|
-$10.7K
|
-329
|
-1%
|
|
|
15
|
M Holdings Securities
Portland,
Oregon
|
$804K
|
-$192K
|
-5,884
|
-19%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$798K
|
+$21.1K
|
+647
|
+3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$689K
|
-$500K
|
-15,355
|
-42%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$547K
|
+$4.76K
|
+146
|
+0.9%
|
|
|
19
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$491K
|
–
|
–
|
–
|
|
|
20
|
Round Table Services
Westfield,
New Jersey
|
$472K
|
–
|
–
|
–
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
$448K
|
+$6.88K
|
+211
|
+2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$441K
|
+$439K
|
+13,480
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$347K
|
+$63.1K
|
+1,937
|
+22%
|
|
|
24
|
IMA Advisory Services
Denver,
Colorado
|
$308K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$286K
|
-$13.8K
|
-423
|
-5%
|
|
