|
1
|
Oppenheimer Asset Management
New York
|
$12.5M
|
-$641K
|
-27,730
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.6M
|
-$1.32M
|
-57,086
|
-18%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$6.08M
|
-$968K
|
-41,852
|
-14%
|
|
|
4
|
|
$3.01M
|
+$427K
|
+18,474
|
+18%
|
|
|
5
|
|
$2.05M
|
-$2.09M
|
-90,321
|
-52%
|
|
|
6
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.4M
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
+$321K
|
+13,896
|
+51%
|
|
|
8
|
Bank of New York Mellon
New York
|
$880K
|
–
|
–
|
–
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$858K
|
-$90.6K
|
-3,918
|
-10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$551K
|
+$54K
|
+2,334
|
+12%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$484K
|
-$106K
|
-4,591
|
-19%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$421K
|
-$216K
|
-9,329
|
-35%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$406K
|
-$76.8K
|
-3,321
|
-17%
|
|
|
14
|
FAS Wealth Partners
Leawood,
Kansas
|
$356K
|
–
|
–
|
–
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$303K
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$276K
|
-$344K
|
-14,882
|
-57%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$185K
|
+$10.3K
|
+444
|
+6%
|
|
|
18
|
IMA Advisory Services
Denver,
Colorado
|
$136K
|
–
|
–
|
–
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$116K
|
+$109K
|
+4,714
|
New
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$98K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$89K
|
-$22.6K
|
-979
|
-21%
|
|
|
22
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
23
|
Sandy Spring Bank
Olney,
Maryland
|
$20K
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$17K
|
–
|
–
|
–
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
