|
1
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$32.9M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$447K
|
+4,790
|
+4%
|
|
|
3
|
Armbruster Capital Management
Pittsford,
New York
|
$9.45M
|
-$690K
|
-7,399
|
-8%
|
|
|
4
|
AllSquare Wealth Management
Albany,
New York
|
$8.06M
|
-$34.9K
|
-374
|
-0.5%
|
|
|
5
|
|
$7.9M
|
+$2.19M
|
+23,460
|
+47%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.85M
|
+$525K
|
+5,626
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.66M
|
+$233K
|
+2,497
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.35M
|
+$27K
|
+289
|
+0.6%
|
|
|
9
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.2M
|
-$607K
|
-6,500
|
-12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.37M
|
-$3.16M
|
-33,849
|
-45%
|
|
|
11
|
Theory Financial
Fort Collins,
Colorado
|
$4.28M
|
+$54K
|
+579
|
+1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.44M
|
-$1.49M
|
-15,932
|
-41%
|
|
|
13
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.44M
|
-$4.29K
|
-46
|
-0.2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.29M
|
+$709K
|
+7,596
|
+55%
|
|
|
15
|
NTV Asset Management
Charleston,
West Virginia
|
$2.18M
|
-$313K
|
-3,355
|
-14%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$2.05M
|
-$92.2K
|
-988
|
-5%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.51M
|
-$13.3K
|
-142
|
-1%
|
|
|
18
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.34M
|
+$117K
|
+1,251
|
+11%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.29M
|
-$1.74M
|
-18,697
|
-61%
|
|
|
20
|
SimplyRich
Carlsbad,
California
|
$932K
|
+$810K
|
+8,686
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$892K
|
-$223K
|
-2,385
|
-22%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$861K
|
+$59.3K
|
+636
|
+9%
|
|
|
23
|
Summit Financial Group
Moorefield,
West Virginia
|
$812K
|
-$88.2K
|
-945
|
-11%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$811K
|
+$706K
|
+7,562
|
New
|
|
|
25
|
One Plus One Wealth Management
Jupiter,
Florida
|
$793K
|
+$22.1K
|
+237
|
+3%
|
|
