|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$42.4M
|
+$608K
|
+18,819
|
+1%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.3M
|
-$4.52M
|
-139,693
|
-10%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37.5M
|
+$3.24M
|
+100,381
|
+9%
|
|
|
4
|
|
$34.5M
|
-$6.8M
|
-210,506
|
-16%
|
|
|
5
|
Cantor Fitzgerald Investment Advisors
New York
|
$33.6M
|
+$524K
|
+16,213
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$644K
|
+19,931
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$25.3M
|
-$12.1M
|
-373,858
|
-31%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$24.7M
|
-$1.12M
|
-34,649
|
-4%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
-$5.17M
|
-159,932
|
-20%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18.7M
|
+$1.09M
|
+33,583
|
+6%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$17.4M
|
-$576K
|
-17,807
|
-3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
-$1.59M
|
-49,311
|
-8%
|
|
|
13
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$15.4M
|
-$254K
|
-7,871
|
-2%
|
|
|
14
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$11.5M
|
+$685K
|
+21,179
|
+6%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$10.9M
|
-$129K
|
-3,983
|
-1%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10M
|
+$10.7M
|
+332,117
|
New
|
|
|
17
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$9.96M
|
+$50.6K
|
+1,564
|
+0.5%
|
|
|
18
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$8.27M
|
+$834K
|
+25,792
|
+10%
|
|
|
19
|
AllianceBernstein
Nashville,
Tennessee
|
$6.77M
|
+$7.26M
|
+224,505
|
New
|
|
|
20
|
Pinnacle Associates
New York
|
$5.38M
|
-$512K
|
-15,845
|
-8%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.27M
|
-$121K
|
-3,754
|
-3%
|
|
|
22
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.2M
|
-$196K
|
-6,070
|
-4%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4M
|
-$332K
|
-10,257
|
-7%
|
|
|
24
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$3.71M
|
-$10.1M
|
-311,850
|
-72%
|
|
|
25
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$3.71M
|
+$130K
|
+4,026
|
+3%
|
|
