|
1
|
Bank of America
Charlotte,
North Carolina
|
$35.1M
|
-$1.05M
|
-24,041
|
-3%
|
|
|
2
|
IndexIQ Advisors
New York
|
$31M
|
-$8.86M
|
-202,800
|
-23%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$12.6M
|
+$7.24M
|
+165,708
|
+142%
|
|
|
4
|
New York Life Investment Management
New York
|
$10.9M
|
-$1.39M
|
-31,761
|
-11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.99M
|
-$825K
|
-18,888
|
-8%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.81M
|
+$1.01M
|
+23,014
|
+12%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$9.64M
|
+$3.91M
|
+89,600
|
+71%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.53M
|
+$243K
|
+5,553
|
+3%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$8.71M
|
+$8.07M
|
+184,673
|
+1,723%
|
|
|
10
|
|
$7.99M
|
-$4.14M
|
-94,663
|
-35%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$7.34M
|
–
|
–
|
–
|
|
|
12
|
John G. Ullman & Associates
Corning,
New York
|
$5.88M
|
+$2.11M
|
+48,394
|
+58%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$5.57M
|
+$322K
|
+7,377
|
+6%
|
|
|
14
|
Innealta Capital
Austin,
Texas
|
$5.06M
|
-$257K
|
-5,877
|
-5%
|
|
|
15
|
|
$4.68M
|
+$3.35M
|
+76,696
|
+270%
|
|
|
16
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.54M
|
-$1.55M
|
-35,468
|
-26%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.42M
|
-$1.05M
|
-24,102
|
-20%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.22M
|
+$735K
|
+16,832
|
+22%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$4.17M
|
–
|
–
|
–
|
|
|
20
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.26M
|
-$26.2K
|
-599
|
-0.8%
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.04M
|
+$1.58M
|
+36,215
|
+113%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$2.97M
|
-$62.8K
|
-1,438
|
-2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.87M
|
-$140K
|
-3,199
|
-5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.67M
|
-$2.27M
|
-52,033
|
-46%
|
|
|
25
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.57M
|
+$86K
|
+1,969
|
+4%
|
|
