|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$67.9M
|
+$3.67M
|
+110,812
|
+6%
|
|
|
2
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$55.3M
|
+$2.41M
|
+72,565
|
+5%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$43.5M
|
-$5.08M
|
-153,382
|
-10%
|
|
|
4
|
Cantor Fitzgerald Investment Advisors
New York
|
$41.9M
|
+$726K
|
+21,897
|
+2%
|
|
|
5
|
|
$29.4M
|
-$4M
|
-120,577
|
-12%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$28.9M
|
+$105K
|
+3,180
|
+0.4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21M
|
-$628K
|
-18,949
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$96.3K
|
+2,904
|
+0.5%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18.8M
|
+$890K
|
+26,842
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
+$228K
|
+6,869
|
+1%
|
|
|
11
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$17.8M
|
+$960K
|
+28,971
|
+6%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$13.8M
|
+$2.1M
|
+63,357
|
+18%
|
|
|
13
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.5M
|
+$1.19M
|
+36,014
|
+11%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.9M
|
+$38.6K
|
+1,164
|
+0.3%
|
|
|
15
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$11.3M
|
+$481K
|
+14,511
|
+4%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$7.52M
|
-$4.9M
|
-147,684
|
-39%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.7M
|
+$389K
|
+11,725
|
+6%
|
|
|
18
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$6.06M
|
+$221K
|
+6,660
|
+4%
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.9M
|
+$563K
|
+16,987
|
+13%
|
|
|
20
|
Pinnacle Associates
New York
|
$4.54M
|
-$869K
|
-26,200
|
-16%
|
|
|
21
|
AllianceBernstein
Nashville,
Tennessee
|
$4.53M
|
+$310K
|
+9,357
|
+7%
|
|
|
22
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.53M
|
+$4.57M
|
+137,733
|
New
|
|
|
23
|
Spinnaker Trust
Portland,
Maine
|
$4.43M
|
+$120K
|
+3,606
|
+3%
|
|
|
24
|
Curi Wealth Management
Raleigh,
North Carolina
|
$3.99M
|
+$724K
|
+21,852
|
+22%
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.77M
|
+$3.69M
|
+111,272
|
+3,434%
|
|
