|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52.4M
|
-$2.92M
|
-85,924
|
-5%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$51.8M
|
+$3.7M
|
+109,004
|
+8%
|
|
|
3
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$48.3M
|
+$1.52M
|
+44,678
|
+3%
|
|
|
4
|
Cantor Fitzgerald Investment Advisors
New York
|
$37.1M
|
+$220K
|
+6,486
|
+0.6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$32.3M
|
+$1.91M
|
+56,375
|
+6%
|
|
|
6
|
|
$30M
|
-$1.86M
|
-54,810
|
-6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$28.8M
|
+$1.39M
|
+41,065
|
+5%
|
|
|
8
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$22.6M
|
+$23M
|
+677,231
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
-$1.06M
|
-31,219
|
-5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17M
|
-$673K
|
-19,845
|
-4%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.9M
|
-$1.94M
|
-57,106
|
-11%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$2.18M
|
-64,254
|
-13%
|
|
|
13
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$14M
|
+$535K
|
+15,772
|
+4%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.2M
|
-$4.21K
|
-124
|
-0%
|
|
|
15
|
WealthPLAN Partners
Omaha,
Nebraska
|
$10.2M
|
-$358K
|
-10,564
|
-3%
|
|
|
16
|
Ancora Advisors
Cleveland,
Ohio
|
$8.87M
|
–
|
–
|
–
|
|
|
17
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$8.08M
|
-$1.02M
|
-29,987
|
-11%
|
|
|
18
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.05M
|
-$139K
|
-4,083
|
-2%
|
|
|
19
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$5.25M
|
-$3.04M
|
-89,546
|
-36%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.25M
|
+$3.47M
|
+102,367
|
+186%
|
|
|
21
|
Pinnacle Associates
New York
|
$4.99M
|
-$103K
|
-3,043
|
-2%
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$4.96M
|
–
|
–
|
–
|
|
|
23
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4.86M
|
+$3.18M
|
+93,613
|
+180%
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.68M
|
+$138K
|
+4,069
|
+3%
|
|
|
25
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.7M
|
+$320K
|
+9,416
|
+9%
|
|
