|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$55.8M
|
+$593K
|
+18,404
|
+1%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$48.6M
|
+$4.19M
|
+129,943
|
+10%
|
|
|
3
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$47.2M
|
+$496K
|
+15,381
|
+1%
|
|
|
4
|
Cantor Fitzgerald Investment Advisors
New York
|
$34.8M
|
-$46.4K
|
-1,439
|
-0.1%
|
|
|
5
|
|
$32.1M
|
-$270K
|
-8,363
|
-0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$30.7M
|
-$2.41M
|
-74,728
|
-8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$27.7M
|
-$3.71M
|
-115,127
|
-12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
-$176K
|
-5,446
|
-0.9%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18M
|
-$1.09M
|
-33,746
|
-6%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
+$155K
|
+4,810
|
+0.9%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
+$1.92M
|
+59,475
|
+14%
|
|
|
12
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$13.6M
|
+$512K
|
+15,902
|
+4%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.3M
|
+$82.6K
|
+2,563
|
+0.8%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$10.7M
|
-$353K
|
-10,945
|
-3%
|
|
|
15
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$9.16M
|
+$819K
|
+25,421
|
+10%
|
|
|
16
|
Ancora Advisors
Cleveland,
Ohio
|
$8.95M
|
-$19K
|
-589
|
-0.2%
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$8.46M
|
+$8.1M
|
+251,474
|
New
|
|
|
18
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$8.31M
|
+$7.1M
|
+220,393
|
+827%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.25M
|
-$1.4M
|
-43,554
|
-19%
|
|
|
20
|
Pinnacle Associates
New York
|
$5.14M
|
-$518K
|
-16,065
|
-10%
|
|
|
21
|
AllianceBernstein
Nashville,
Tennessee
|
$5M
|
-$2.44M
|
-75,741
|
-34%
|
|
|
22
|
Personal CFO Solutions
Chester,
New Jersey
|
$5M
|
-$41.8K
|
-1,296
|
-0.9%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.42M
|
+$586K
|
+18,185
|
+22%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.16M
|
-$332K
|
-10,313
|
-10%
|
|
|
25
|
Spinnaker Trust
Portland,
Maine
|
$3.03M
|
+$1.11M
|
+34,575
|
+62%
|
|
