|
1
|
|
$23.5M
|
-$221K
|
-6,542
|
-0.9%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.8M
|
+$18.1M
|
+536,000
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$2.06M
|
+60,781
|
+14%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$15.9M
|
+$2.6M
|
+76,943
|
+19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$798K
|
+23,587
|
+6%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$13M
|
+$1.36M
|
+40,323
|
+12%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$9.55M
|
-$8.56K
|
-253
|
-0.1%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$7.37M
|
+$521K
|
+15,414
|
+7%
|
|
|
9
|
Rand Wealth
Baltimore,
Maryland
|
$6.88M
|
+$1.57M
|
+46,318
|
+29%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.73M
|
+$271K
|
+8,020
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.54M
|
-$2.34M
|
-69,295
|
-29%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.03M
|
-$149K
|
-4,399
|
-4%
|
|
|
13
|
Valentine Capital Asset Management
Danville,
California
|
$3.76M
|
-$776K
|
-22,955
|
-17%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$3.23M
|
+$2.96M
|
+87,432
|
+923%
|
|
|
15
|
Bank of New York Mellon
New York
|
$2.49M
|
-$16.1K
|
-475
|
-0.6%
|
|
|
16
|
Nottingham Advisors
Amherst,
New York
|
$2.45M
|
-$8.02K
|
-237
|
-0.3%
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.3M
|
+$241K
|
+7,119
|
+12%
|
|
|
18
|
|
$2.1M
|
+$158K
|
+4,658
|
+8%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.05M
|
+$888K
|
+26,243
|
+74%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.98M
|
-$352K
|
-10,418
|
-15%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.98M
|
-$143K
|
-4,233
|
-7%
|
|
|
22
|
|
$1.89M
|
+$13.9K
|
+410
|
+0.7%
|
|
|
23
|
|
$1.25M
|
-$1.75M
|
-51,611
|
-58%
|
|
|
24
|
VSR Financial Services
Overland Park,
Kansas
|
$1.25M
|
-$977K
|
-28,886
|
-44%
|
|
|
25
|
Highmount Capital
New York
|
$1.17M
|
+$1.19M
|
+35,045
|
New
|
|
