|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$56.9M
|
+$5.73M
|
+173,249
|
+11%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$51.6M
|
-$180K
|
-5,448
|
-0.3%
|
|
|
3
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$50.6M
|
+$2.87M
|
+86,722
|
+6%
|
|
|
4
|
Cantor Fitzgerald Investment Advisors
New York
|
$37M
|
-$45K
|
-1,360
|
-0.1%
|
|
|
5
|
|
$36.2M
|
+$6.58M
|
+198,959
|
+22%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$25.2M
|
-$3.35M
|
-101,162
|
-12%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.6M
|
+$4.87M
|
+147,299
|
+29%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
+$246K
|
+7,443
|
+1%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$16.5M
|
+$726K
|
+21,956
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$15.6M
|
-471,191
|
-49%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$1.04M
|
-31,300
|
-7%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12.2M
|
+$1.11M
|
+33,645
|
+10%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$10.6M
|
+$273K
|
+8,253
|
+3%
|
|
|
14
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$10.2M
|
+$2.24M
|
+67,618
|
+28%
|
|
|
15
|
Osborne Partners Capital Management
San Francisco,
California
|
$10M
|
+$10.1M
|
+304,747
|
New
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$9.37M
|
+$4.2M
|
+126,902
|
+81%
|
|
|
17
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$9.31M
|
-$122K
|
-3,701
|
-0.9%
|
|
|
18
|
Ancora Advisors
Cleveland,
Ohio
|
$6.54M
|
-$2.23M
|
-67,424
|
-25%
|
|
|
19
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4.99M
|
+$189K
|
+5,722
|
+4%
|
|
|
20
|
AllianceBernstein
Nashville,
Tennessee
|
$4.73M
|
-$174K
|
-5,270
|
-4%
|
|
|
21
|
Pinnacle Associates
New York
|
$4.61M
|
-$324K
|
-9,779
|
-7%
|
|
|
22
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.53M
|
+$4.29M
|
+129,748
|
+1,660%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.1M
|
+$445K
|
+13,462
|
+12%
|
|
|
24
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$4.07M
|
-$1.12M
|
-33,889
|
-22%
|
|
|
25
|
Spinnaker Trust
Portland,
Maine
|
$3.96M
|
+$575K
|
+17,381
|
+17%
|
|
