|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$41M
|
–
|
–
|
–
|
|
|
2
|
M&T Bank
Buffalo,
New York
|
$14.6M
|
+$2.2M
|
+74,191
|
+18%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$1.02M
|
+34,306
|
+9%
|
|
|
4
|
|
$10.8M
|
-$1.84M
|
-62,149
|
-15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$6.14M
|
+207,337
|
+145%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.45M
|
-$2.28M
|
-77,176
|
-20%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$8.13M
|
+$7.72M
|
+260,893
|
+2,268%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$6.28M
|
+$6.23M
|
+210,424
|
New
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$5.51M
|
+$87.7K
|
+2,961
|
+2%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.18M
|
-$1.02M
|
-34,496
|
-17%
|
|
|
11
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.91M
|
+$126K
|
+4,262
|
+3%
|
|
|
12
|
Relative Value Partners Group
|
$4.33M
|
-$545K
|
-18,416
|
-11%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.83M
|
-$69.9K
|
-2,362
|
-2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.71M
|
+$1.04M
|
+35,266
|
+40%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.5M
|
-$112K
|
-3,777
|
-3%
|
|
|
16
|
SWS Partners
Columbus,
Ohio
|
$3.1M
|
-$49.3K
|
-1,666
|
-2%
|
|
|
17
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$2.66M
|
+$2.63M
|
+89,000
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.58M
|
+$1.35M
|
+45,759
|
+112%
|
|
|
19
|
Old Port Advisors
Portland,
Maine
|
$2.35M
|
+$2.22M
|
+74,920
|
New
|
|
|
20
|
|
$2.34M
|
+$30.8K
|
+1,041
|
+1%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$2.16M
|
+$2.14M
|
+72,422
|
New
|
|
|
22
|
|
$1.79M
|
-$28.2K
|
-953
|
-2%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.77M
|
-$100K
|
-3,386
|
-5%
|
|
|
24
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.29M
|
-$777K
|
-26,255
|
-38%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.23M
|
-$36.8K
|
-1,244
|
-3%
|
|
