|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$42.3M
|
–
|
–
|
–
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$15.4M
|
+$2.65M
|
+86,276
|
+21%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$14.3M
|
+$1.49M
|
+48,354
|
+12%
|
|
|
4
|
|
$13.1M
|
-$4.5M
|
-146,456
|
-26%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$12.8M
|
-$74.8K
|
-2,434
|
-0.6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$286K
|
+9,301
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12M
|
-$168K
|
-5,467
|
-1%
|
|
|
8
|
Rand Wealth
Baltimore,
Maryland
|
$7.78M
|
-$135K
|
-4,390
|
-2%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.4M
|
-$12.9K
|
-420
|
-0.2%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$5.58M
|
+$65.1K
|
+2,116
|
+1%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$5.51M
|
+$3.36M
|
+109,223
|
+156%
|
|
|
12
|
Relative Value Partners Group
|
$5.02M
|
-$4.61M
|
-149,790
|
-48%
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.92M
|
-$15.6K
|
-508
|
-0.3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4.39M
|
-$921K
|
-29,945
|
-17%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.02M
|
-$164K
|
-5,348
|
-4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.72M
|
+$310K
|
+10,075
|
+9%
|
|
|
17
|
SWS Partners
Columbus,
Ohio
|
$3.24M
|
-$56.4K
|
-1,833
|
-2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.74M
|
+$883K
|
+28,723
|
+48%
|
|
|
19
|
|
$2.38M
|
+$101K
|
+3,292
|
+4%
|
|
|
20
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.13M
|
-$396K
|
-12,863
|
-16%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.93M
|
+$45.3K
|
+1,472
|
+2%
|
|
|
22
|
|
$1.88M
|
+$63.5K
|
+2,066
|
+4%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.3M
|
-$8.18K
|
-266
|
-0.6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.25M
|
+$25.8K
|
+839
|
+2%
|
|
|
25
|
Roundview Capital
Princeton,
New Jersey
|
$1.24M
|
-$35.5K
|
-1,155
|
-3%
|
|
