|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$58.9M
|
+$33.5M
|
+1,054,605
|
+130%
|
|
|
2
|
|
$50.4M
|
+$1.65M
|
+51,948
|
+3%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$48.3M
|
+$212K
|
+6,676
|
+0.4%
|
|
|
4
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$43.9M
|
+$1.05M
|
+32,959
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$40.3M
|
-$4.1M
|
-129,395
|
-9%
|
|
|
6
|
Cantor Fitzgerald Investment Advisors
New York
|
$35.9M
|
+$155K
|
+4,880
|
+0.4%
|
|
|
7
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$29.2M
|
+$9.52M
|
+300,000
|
+48%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
-$3.67M
|
-115,797
|
-11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$28.3M
|
+$1.86M
|
+58,513
|
+7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27M
|
-$755K
|
-23,799
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
-$4.71M
|
-148,544
|
-15%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$19.8M
|
+$1.24M
|
+39,007
|
+7%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$17.1M
|
-$203K
|
-6,404
|
-1%
|
|
|
14
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$14.4M
|
+$559K
|
+17,610
|
+4%
|
|
|
15
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$13.4M
|
+$563K
|
+17,737
|
+4%
|
|
|
16
|
Ancora Advisors
Cleveland,
Ohio
|
$11.6M
|
-$108K
|
-3,415
|
-0.9%
|
|
|
17
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$11.4M
|
+$119K
|
+3,765
|
+1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.2M
|
-$10.3M
|
-325,219
|
-48%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$11.1M
|
+$9.79M
|
+308,601
|
+691%
|
|
|
20
|
Bank of Stockton
Stockton,
California
|
$11.1M
|
-$792K
|
-24,972
|
-7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.77M
|
-$2.39M
|
-75,301
|
-20%
|
|
|
22
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$9.55M
|
+$264K
|
+8,317
|
+3%
|
|
|
23
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$8.44M
|
-$619K
|
-19,516
|
-7%
|
|
|
24
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$8.39M
|
+$536K
|
+16,892
|
+7%
|
|
|
25
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$8.05M
|
-$2.3M
|
-72,355
|
-22%
|
|
