|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$38.1M
|
–
|
–
|
–
|
|
|
2
|
|
$15.8M
|
+$1.53M
|
+54,066
|
+10%
|
|
|
3
|
Rand Wealth
Baltimore,
Maryland
|
$9.49M
|
+$940K
|
+33,245
|
+11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.24M
|
+$4.43M
|
+156,749
|
+111%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.77M
|
-$80.6K
|
-2,850
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.24M
|
-$184K
|
-6,520
|
-3%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$5.4M
|
-$10.2K
|
-362
|
-0.2%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.81M
|
+$511K
|
+18,073
|
+12%
|
|
|
9
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$4.76M
|
+$2.4M
|
+85,054
|
+98%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.33M
|
-$421K
|
-14,873
|
-11%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$2.17M
|
+$208K
|
+7,360
|
+10%
|
|
|
12
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.03M
|
+$2.07M
|
+73,232
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.81M
|
+$1.12M
|
+39,775
|
+154%
|
|
|
14
|
|
$1.53M
|
+$1.56M
|
+55,127
|
New
|
|
|
15
|
Roundview Capital
Princeton,
New Jersey
|
$1.29M
|
-$707
|
-25
|
-0.1%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.25M
|
-$15.2K
|
-537
|
-1%
|
|
|
17
|
RPG Investment Advisory
Pleasanton,
California
|
$1.2M
|
-$360K
|
-12,740
|
-23%
|
|
|
18
|
|
$1.14M
|
+$55.6K
|
+1,968
|
+5%
|
|
|
19
|
Cetera Investment Management
El Segundo,
California
|
$1.11M
|
-$148K
|
-5,222
|
-11%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$992K
|
+$68K
|
+2,404
|
+7%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$876K
|
+$210K
|
+7,429
|
+31%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$759K
|
+$15.5K
|
+548
|
+2%
|
|
|
23
|
Sterling Capital Management
Charlotte,
North Carolina
|
$753K
|
+$12.6K
|
+445
|
+2%
|
|
|
24
|
Freestone Capital Holdings
Seattle,
Washington
|
$623K
|
–
|
–
|
–
|
|
|
25
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$609K
|
–
|
–
|
–
|
|
