|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$41.9M
|
–
|
–
|
–
|
|
|
2
|
|
$19.4M
|
+$212K
|
+6,858
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
+$1.79M
|
+57,669
|
+12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$3.44M
|
+110,946
|
+26%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$12.5M
|
+$519K
|
+16,742
|
+4%
|
|
|
6
|
Rand Wealth
Baltimore,
Maryland
|
$11M
|
+$162K
|
+5,223
|
+1%
|
|
|
7
|
Relative Value Partners Group
|
$9.13M
|
+$99.7K
|
+3,218
|
+1%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$9.11M
|
+$4.38M
|
+141,438
|
+90%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.79M
|
+$339K
|
+10,947
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.63M
|
-$190K
|
-6,125
|
-3%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.66M
|
+$448K
|
+14,475
|
+8%
|
|
|
12
|
First Allied Advisory Services
San Diego,
California
|
$5.65M
|
-$178K
|
-5,760
|
-3%
|
|
|
13
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$5.08M
|
-$97.9K
|
-3,160
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4M
|
+$147K
|
+4,737
|
+4%
|
|
|
15
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.42M
|
+$244K
|
+7,891
|
+11%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.82M
|
+$47.5K
|
+1,534
|
+3%
|
|
|
17
|
|
$1.74M
|
+$124K
|
+4,017
|
+8%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.59M
|
+$1.59M
|
+51,295
|
+5,457%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.53M
|
+$1.52M
|
+49,173
|
+4,507%
|
|
|
20
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$1.44M
|
+$1.41M
|
+45,495
|
New
|
|
|
21
|
Roundview Capital
Princeton,
New Jersey
|
$1.3M
|
-$63.2K
|
-2,040
|
-5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$154K
|
+4,970
|
+14%
|
|
|
23
|
Covington Capital Management
Los Angeles,
California
|
$1.16M
|
+$1.18M
|
+38,100
|
New
|
|
|
24
|
RPG Investment Advisory
Pleasanton,
California
|
$1.12M
|
-$40.3K
|
-1,300
|
-3%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
-$36.5K
|
-1,180
|
-3%
|
|
