|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.3M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.48M
|
+$351K
|
+19,296
|
+5%
|
|
|
3
|
Summit Trail Advisors
New York
|
$5.76M
|
+$5.97M
|
+328,231
|
New
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$3.11M
|
+$782K
|
+42,975
|
+32%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.07M
|
-$36.4K
|
-1,998
|
-1%
|
|
|
6
|
|
$2.88M
|
-$841K
|
-46,238
|
-22%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.16M
|
-$475K
|
-26,115
|
-18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
-$1.05M
|
-57,916
|
-35%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.27M
|
-$131K
|
-7,195
|
-9%
|
|
|
10
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.24M
|
+$1.29M
|
+70,745
|
New
|
|
|
11
|
BBVA USA Bancshares
Houston,
Texas
|
$826K
|
-$139K
|
-7,640
|
-14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$747K
|
+$44.6K
|
+2,452
|
+6%
|
|
|
13
|
|
$618K
|
–
|
–
|
–
|
|
|
14
|
Next Financial Group
Houston,
Texas
|
$561K
|
+$575K
|
+31,578
|
+7,816%
|
|
|
15
|
Liberty Wealth Management
Oakland,
California
|
$556K
|
+$577K
|
+31,728
|
New
|
|
|
16
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$524K
|
+$543K
|
+29,846
|
New
|
|
|
17
|
Chandler Asset Management
San Diego,
California
|
$519K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$471K
|
-$122K
|
-6,691
|
-20%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$396K
|
+$410K
|
+22,535
|
New
|
|
|
20
|
Macroview Investment Management
Bethesda,
Maryland
|
$349K
|
+$362K
|
+19,879
|
New
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$343K
|
+$355K
|
+19,522
|
New
|
|
|
22
|
|
$341K
|
-$544K
|
-29,898
|
-61%
|
|
|
23
|
WealthBridge Capital Management
Westerville,
Ohio
|
$341K
|
+$353K
|
+19,407
|
New
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$329K
|
+$341K
|
+18,721
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$203K
|
-$29.4K
|
-1,615
|
-12%
|
|
