|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$8.04M
|
+$8.57M
|
+233,505
|
+73,429%
|
|
|
2
|
Clear Investment Research
Alpharetta,
Georgia
|
$6.97M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.65M
|
+$1.97M
|
+53,717
|
+39%
|
|
|
4
|
One Capital Management
Westlake Village,
California
|
$4.87M
|
+$713K
|
+19,427
|
+16%
|
|
|
5
|
|
$4.44M
|
-$2.11M
|
-57,594
|
-31%
|
|
|
6
|
Mosaic Financial Partners
San Francisco,
California
|
$3.82M
|
+$1.56M
|
+42,616
|
+62%
|
|
|
7
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.33M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.18M
|
+$1.56M
|
+42,459
|
+85%
|
|
|
9
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.65M
|
-$102K
|
-2,772
|
-3%
|
|
|
10
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.26M
|
–
|
–
|
–
|
|
|
11
|
|
$1.75M
|
-$808K
|
-22,000
|
-30%
|
|
|
12
|
|
$1.24M
|
-$12.1K
|
-330
|
-0.9%
|
|
|
13
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.2M
|
-$2.23M
|
-60,799
|
-64%
|
|
|
14
|
Paracle Advisors
Mercer Island,
Washington
|
$1.12M
|
-$334K
|
-9,094
|
-22%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.01M
|
+$226K
|
+6,153
|
+26%
|
|
|
16
|
Lattice Strategies
Wayne,
Pennsylvania
|
$943K
|
-$23.3K
|
-635
|
-2%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$803K
|
+$28.1K
|
+765
|
+3%
|
|
|
18
|
|
$613K
|
+$264K
|
+7,199
|
+68%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$533K
|
-$25.6K
|
-698
|
-4%
|
|
|
20
|
Arden Trust
Wilmington,
Delaware
|
$526K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$468K
|
-$386K
|
-10,527
|
-44%
|
|
|
22
|
IndexIQ Advisors
New York
|
$462K
|
-$189K
|
-5,136
|
-28%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$399K
|
–
|
–
|
–
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$381K
|
-$30.7K
|
-836
|
-7%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$362K
|
–
|
–
|
–
|
|
