|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$48.7M
|
–
|
–
|
–
|
|
|
2
|
|
$21.8M
|
-$550K
|
-15,666
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
-$1.27M
|
-36,313
|
-7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$475K
|
+13,535
|
+3%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$14.8M
|
-$52K
|
-1,483
|
-0.4%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$13.8M
|
+$1.22M
|
+34,794
|
+10%
|
|
|
7
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$13.8M
|
+$1.39M
|
+39,708
|
+11%
|
|
|
8
|
Rand Wealth
Baltimore,
Maryland
|
$12.4M
|
-$979K
|
-27,883
|
-7%
|
|
|
9
|
Relative Value Partners Group
|
$10.8M
|
-$57.3K
|
-1,634
|
-0.5%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.64M
|
+$699K
|
+19,913
|
+9%
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$6.5M
|
-$20.5K
|
-584
|
-0.3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.39M
|
+$2.22M
|
+63,277
|
+54%
|
|
|
13
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$6.06M
|
-$5.86K
|
-167
|
-0.1%
|
|
|
14
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.85M
|
-$29.5K
|
-840
|
-0.5%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.34M
|
-$2.03M
|
-57,876
|
-28%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.33M
|
-$514K
|
-14,638
|
-11%
|
|
|
17
|
SWS Partners
Columbus,
Ohio
|
$3.98M
|
-$269K
|
-7,678
|
-6%
|
|
|
18
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.69M
|
+$75K
|
+2,137
|
+3%
|
|
|
19
|
|
$2.44M
|
+$1.85M
|
+52,657
|
+327%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.24M
|
+$24.4K
|
+696
|
+1%
|
|
|
21
|
|
$2.08M
|
+$9.79K
|
+279
|
+0.5%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.71M
|
-$81.6K
|
-2,324
|
-5%
|
|
|
23
|
|
$1.71M
|
+$578K
|
+16,467
|
+52%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.52M
|
-$96.7K
|
-2,754
|
-6%
|
|
|
25
|
Roundview Capital
Princeton,
New Jersey
|
$1.49M
|
-$18.6K
|
-530
|
-1%
|
|
