|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
-$3.64M
|
-129,814
|
-16%
|
|
|
2
|
Park Avenue Securities
New York
|
$14.7M
|
+$2.4M
|
+85,866
|
+16%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.07M
|
-$1.25M
|
-44,689
|
-13%
|
|
|
4
|
Schiavi & Co
Wilmington,
Delaware
|
$6.53M
|
+$1.07M
|
+38,062
|
+16%
|
|
|
5
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$4.77M
|
+$595K
|
+21,238
|
+12%
|
|
|
6
|
|
$4.74M
|
+$4.6M
|
+164,196
|
+404%
|
|
|
7
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$3.44M
|
+$4.17M
|
+148,748
|
New
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.46M
|
-$178K
|
-6,348
|
-6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$774K
|
+$35.9K
|
+1,281
|
+4%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$707K
|
+$25.5K
|
+910
|
+3%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$563K
|
+$682K
|
+24,361
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$527K
|
-$82.2K
|
-2,936
|
-11%
|
|
|
13
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$327K
|
+$35.6K
|
+1,272
|
+10%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$312K
|
-$351K
|
-12,537
|
-48%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$300K
|
+$164K
|
+5,847
|
+82%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$235K
|
-$45.6K
|
-1,629
|
-14%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$126K
|
–
|
–
|
–
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$73K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$63K
|
-$6.71M
|
-239,611
|
-99%
|
|
|
20
|
Meeder Asset Management
Dublin,
Ohio
|
$31K
|
-$7K
|
-250
|
-16%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$21.9K
|
+783
|
+159%
|
|
|
22
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$11K
|
-$46.5K
|
-1,661
|
-77%
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6K
|
+$6.95K
|
+248
|
New
|
|
|
24
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4K
|
+$4.4K
|
+157
|
New
|
|
|
25
|
|
$2K
|
+$2.8K
|
+100
|
New
|
|
