|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$51.7M
|
+$10.5M
|
+337,685
|
+26%
|
|
|
2
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$43.8M
|
-$562K
|
-18,037
|
-1%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$41.5M
|
+$2.27M
|
+72,726
|
+6%
|
|
|
4
|
Cantor Fitzgerald Investment Advisors
New York
|
$34.9M
|
-$224K
|
-7,201
|
-0.6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$31.1M
|
+$1.92M
|
+61,642
|
+7%
|
|
|
6
|
|
$30.4M
|
-$5.62M
|
-180,247
|
-16%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$29.2M
|
+$3.02M
|
+96,879
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
+$1.91M
|
+61,304
|
+11%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.9M
|
-$1.57M
|
-50,374
|
-8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.5M
|
-$3.57M
|
-114,679
|
-18%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
-$12.5M
|
-400,760
|
-48%
|
|
|
12
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$12.2M
|
+$207K
|
+6,630
|
+2%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$10.5M
|
-$7.09M
|
-227,407
|
-41%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.5M
|
+$65.5K
|
+2,103
|
+0.6%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$8.41M
|
-$2.94M
|
-94,198
|
-26%
|
|
|
16
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$7.79M
|
-$856K
|
-27,484
|
-10%
|
|
|
17
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.23M
|
+$2.8M
|
+89,898
|
+65%
|
|
|
18
|
AllianceBernstein
Nashville,
Tennessee
|
$7.08M
|
–
|
–
|
–
|
|
|
19
|
Pinnacle Associates
New York
|
$5.32M
|
-$303K
|
-9,734
|
-5%
|
|
|
20
|
Intelligence Driven Advisers
Carlsbad,
California
|
$5.15M
|
+$1.76M
|
+56,418
|
+53%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.34M
|
-$130K
|
-4,179
|
-3%
|
|
|
22
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$3.94M
|
+$60.3K
|
+1,934
|
+2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.29M
|
-$467K
|
-14,980
|
-13%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.63M
|
-$1.53M
|
-49,202
|
-37%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.48M
|
-$545K
|
-17,491
|
-18%
|
|
