|
1
|
Valmark Advisers
Akron,
Ohio
|
$58.8M
|
+$1.39M
|
+51,492
|
+2%
|
|
|
2
|
Oppenheimer Asset Management
New York
|
$14.9M
|
+$587K
|
+21,677
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$913K
|
-33,733
|
-7%
|
|
|
4
|
|
$3.22M
|
-$155K
|
-5,722
|
-5%
|
|
|
5
|
MKD Wealth Coaches
Troy,
Michigan
|
$2.6M
|
+$2.56M
|
+94,635
|
New
|
|
|
6
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.59M
|
+$49.4K
|
+1,826
|
+3%
|
|
|
7
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.56M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$978K
|
+$687K
|
+25,363
|
+247%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$808K
|
+$797K
|
+29,448
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$654K
|
-$90.5K
|
-3,341
|
-12%
|
|
|
11
|
|
$648K
|
+$324K
|
+11,970
|
+103%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$629K
|
-$58.5K
|
-2,161
|
-9%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$597K
|
-$110K
|
-4,059
|
-16%
|
|
|
14
|
M Holdings Securities
Portland,
Oregon
|
$548K
|
+$27.3K
|
+1,010
|
+5%
|
|
|
15
|
Oppenheimer & Co
New York
|
$533K
|
-$4.87K
|
-180
|
-0.9%
|
|
|
16
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$412K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$396K
|
-$843K
|
-31,121
|
-68%
|
|
|
18
|
Round Table Services
Westfield,
New Jersey
|
$396K
|
–
|
–
|
–
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$388K
|
+$12.7K
|
+470
|
+3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$293K
|
-$561K
|
-20,708
|
-66%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$290K
|
-$89.7K
|
-3,311
|
-24%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$283K
|
–
|
–
|
–
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$224K
|
+$221K
|
+8,165
|
New
|
|
|
24
|
Western Wealth Management
Golden,
Colorado
|
$215K
|
+$212K
|
+7,821
|
New
|
|
|
25
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$205K
|
+$203K
|
+7,487
|
New
|
|
