|
1
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.3M
|
-$581K
|
-17,350
|
-3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.8M
|
+$2.51M
|
+75,000
|
+30%
|
|
|
3
|
Capital Planning Advisors
Roseville,
California
|
$8.08M
|
+$7.16M
|
+213,652
|
+714%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.01M
|
+$4.58M
|
+136,833
|
+965%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$3.14M
|
+$1.55M
|
+46,324
|
+96%
|
|
|
6
|
|
$1.79M
|
+$869K
|
+25,954
|
+92%
|
|
|
7
|
Towerpoint Wealth
Sacramento,
California
|
$1.51M
|
+$94.5K
|
+2,820
|
+7%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$839K
|
+$848K
|
+25,312
|
New
|
|
|
9
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$747K
|
+$755K
|
+22,536
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$485K
|
+$155K
|
+4,626
|
+46%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$219K
|
+$221K
|
+6,601
|
New
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$129K
|
+$130K
|
+3,885
|
New
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$41K
|
+$24.7K
|
+738
|
+144%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$34K
|
+$34.5K
|
+1,030
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
+$20.1K
|
+600
|
New
|
|
|
17
|
RPG Investment Advisory
Pleasanton,
California
|
$14K
|
+$1K
|
+30
|
+8%
|
|
|
18
|
North Star Investment Management
Chicago,
Illinois
|
$12K
|
+$11.7K
|
+350
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$2.79K
|
+$2.81K
|
+84
|
New
|
|
|
21
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$10K
|
-305
|
Closed
|
|
|
23
|
Manchester Financial
Westlake Village,
California
|
–
|
-$8K
|
-250
|
Closed
|
|
