|
1
|
|
$20.9M
|
-$2.34M
|
-67,369
|
-10%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.5M
|
+$1.04M
|
+30,000
|
+6%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$17.9M
|
+$2.4M
|
+68,883
|
+14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$1.45M
|
+41,677
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$512K
|
+14,727
|
+3%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$13.4M
|
+$660K
|
+18,965
|
+5%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$13.1M
|
+$3.97M
|
+114,080
|
+40%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$8.8M
|
+$1.65M
|
+47,367
|
+21%
|
|
|
9
|
Rand Wealth
Baltimore,
Maryland
|
$7.42M
|
+$700K
|
+20,108
|
+10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.75M
|
+$131K
|
+3,752
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.88M
|
-$611K
|
-17,547
|
-11%
|
|
|
12
|
Highmount Capital
New York
|
$3.77M
|
+$2.79M
|
+80,065
|
+228%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.68M
|
-$303K
|
-8,722
|
-7%
|
|
|
14
|
Bank of New York Mellon
New York
|
$3.33M
|
+$940K
|
+27,007
|
+36%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.61M
|
+$370K
|
+10,620
|
+15%
|
|
|
16
|
Nottingham Advisors
Amherst,
New York
|
$2.4M
|
-$2.26K
|
-65
|
-0.1%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.12M
|
+$107K
|
+3,074
|
+5%
|
|
|
18
|
|
$2.1M
|
+$1.81M
|
+52,119
|
+437%
|
|
|
19
|
Valentine Capital Asset Management
Danville,
California
|
$2.08M
|
-$1.71M
|
-49,275
|
-44%
|
|
|
20
|
|
$2.05M
|
-$20.4K
|
-587
|
-0.9%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
-$72K
|
-2,069
|
-3%
|
|
|
22
|
|
$1.87M
|
+$16.6K
|
+478
|
+0.8%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87M
|
-$85K
|
-2,442
|
-4%
|
|
|
24
|
Concert Wealth Management
San Jose,
California
|
$1.39M
|
+$1.47M
|
+42,362
|
New
|
|
|
25
|
VSR Financial Services
Overland Park,
Kansas
|
$1.22M
|
-$5.22K
|
-150
|
-0.4%
|
|
