|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$45.2M
|
–
|
–
|
–
|
|
|
2
|
|
$20.7M
|
-$255K
|
-8,238
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
+$223K
|
+7,204
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$3.02M
|
-97,787
|
-18%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$13.8M
|
+$289K
|
+9,337
|
+2%
|
|
|
6
|
Rand Wealth
Baltimore,
Maryland
|
$12.4M
|
+$496K
|
+16,047
|
+4%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$11.7M
|
+$1.75M
|
+56,505
|
+19%
|
|
|
8
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$11.5M
|
+$10.8M
|
+348,835
|
New
|
|
|
9
|
Relative Value Partners Group
|
$10.1M
|
+$198K
|
+6,403
|
+2%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.35M
|
+$1.18M
|
+38,107
|
+21%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.85M
|
-$451K
|
-14,567
|
-7%
|
|
|
12
|
First Allied Advisory Services
San Diego,
California
|
$6.08M
|
+$2.88K
|
+93
|
+0.1%
|
|
|
13
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$5.62M
|
+$141K
|
+4,557
|
+3%
|
|
|
14
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.45M
|
+$5.13M
|
+165,893
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.5M
|
+$177K
|
+5,716
|
+4%
|
|
|
16
|
SWS Partners
Columbus,
Ohio
|
$3.99M
|
+$3.75M
|
+121,363
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$3.84M
|
-$3.12M
|
-100,836
|
-46%
|
|
|
18
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.42M
|
-$176K
|
-5,689
|
-7%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.05M
|
+$85.2K
|
+2,756
|
+5%
|
|
|
20
|
|
$1.92M
|
+$38.9K
|
+1,257
|
+2%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.66M
|
-$55K
|
-1,778
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
-$78.6K
|
-2,541
|
-5%
|
|
|
23
|
Roundview Capital
Princeton,
New Jersey
|
$1.4M
|
-$6.19K
|
-200
|
-0.5%
|
|
|
24
|
Covington Capital Management
Los Angeles,
California
|
$1.24M
|
-$14.7K
|
-475
|
-1%
|
|
|
25
|
RPG Investment Advisory
Pleasanton,
California
|
$1.18M
|
-$26.3K
|
-850
|
-2%
|
|
