|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37M
|
–
|
–
|
–
|
|
|
2
|
|
$13.9M
|
-$26.1K
|
-999
|
-0.2%
|
|
|
3
|
Rand Wealth
Baltimore,
Maryland
|
$8.34M
|
+$205K
|
+7,839
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.67M
|
+$60.9K
|
+2,331
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.25M
|
+$629K
|
+24,089
|
+12%
|
|
|
6
|
First Allied Advisory Services
San Diego,
California
|
$5.32M
|
-$363K
|
-13,911
|
-7%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.19M
|
+$607K
|
+23,242
|
+18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.79M
|
+$205K
|
+7,859
|
+6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.64M
|
-$212K
|
-8,108
|
-6%
|
|
|
10
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$2.34M
|
+$54.6K
|
+2,090
|
+2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1.91M
|
-$951K
|
-36,431
|
-34%
|
|
|
12
|
RPG Investment Advisory
Pleasanton,
California
|
$1.51M
|
+$1.47M
|
+56,280
|
New
|
|
|
13
|
Roundview Capital
Princeton,
New Jersey
|
$1.26M
|
+$45.7K
|
+1,750
|
+4%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.23M
|
-$23.1K
|
-884
|
-2%
|
|
|
15
|
Cetera Investment Management
El Segundo,
California
|
$1.22M
|
-$115K
|
-4,409
|
-9%
|
|
|
16
|
|
$1.06M
|
-$75.4K
|
-2,889
|
-7%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$900K
|
+$52.6K
|
+2,013
|
+6%
|
|
|
18
|
Sterling Capital Management
Charlotte,
North Carolina
|
$721K
|
+$699K
|
+26,765
|
New
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$718K
|
+$701K
|
+26,866
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$694K
|
+$237K
|
+9,076
|
+54%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$652K
|
+$632K
|
+24,216
|
New
|
|
|
22
|
Freestone Capital Holdings
Seattle,
Washington
|
$606K
|
–
|
–
|
–
|
|
|
23
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$592K
|
–
|
–
|
–
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$460K
|
-$84.1K
|
-3,221
|
-16%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$317K
|
+$307K
|
+11,766
|
New
|
|
