|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$65.5M
|
+$7.61M
|
+227,589
|
+13%
|
|
|
2
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$54M
|
+$2.55M
|
+76,238
|
+5%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49.5M
|
-$3.06M
|
-91,377
|
-6%
|
|
|
4
|
Cantor Fitzgerald Investment Advisors
New York
|
$42M
|
+$4.73M
|
+141,403
|
+13%
|
|
|
5
|
|
$34M
|
-$2.86M
|
-85,517
|
-8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$29.3M
|
+$3.73M
|
+111,460
|
+15%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.1M
|
+$50.6K
|
+1,512
|
+0.2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$459K
|
+13,728
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$1.66M
|
+49,661
|
+10%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18.3M
|
+$1.52M
|
+45,478
|
+9%
|
|
|
11
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$17.2M
|
+$3.24M
|
+97,030
|
+23%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$906K
|
-27,082
|
-7%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12.1M
|
-$325K
|
-9,726
|
-3%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12M
|
+$2.43M
|
+72,649
|
+26%
|
|
|
15
|
Osborne Partners Capital Management
San Francisco,
California
|
$11.5M
|
+$1.27M
|
+38,002
|
+12%
|
|
|
16
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$11.1M
|
+$666K
|
+19,912
|
+6%
|
|
|
17
|
WealthPLAN Partners
Omaha,
Nebraska
|
$10.4M
|
-$39.4K
|
-1,178
|
-0.4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$6.44M
|
+$4.12M
|
+123,290
|
+179%
|
|
|
19
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.96M
|
+$880K
|
+26,306
|
+17%
|
|
|
20
|
Pinnacle Associates
New York
|
$5.5M
|
+$809K
|
+24,207
|
+17%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$4.48M
|
-$2.17M
|
-65,040
|
-33%
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.42M
|
+$248K
|
+7,411
|
+6%
|
|
|
23
|
Spinnaker Trust
Portland,
Maine
|
$4.39M
|
+$365K
|
+10,913
|
+9%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$4.3M
|
-$505K
|
-15,118
|
-11%
|
|
|
25
|
Modus Advisors
Excelsior,
Minnesota
|
$3.61M
|
+$225K
|
+6,736
|
+7%
|
|
