|
1
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$33.5M
|
–
|
–
|
–
|
|
|
2
|
|
$23.9M
|
-$1.08M
|
-10,199
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.9M
|
-$370K
|
-3,510
|
-3%
|
|
|
4
|
AllSquare Wealth Management
Albany,
New York
|
$7.93M
|
-$95.4K
|
-905
|
-1%
|
|
|
5
|
Armbruster Capital Management
Pittsford,
New York
|
$7.72M
|
-$1.4M
|
-13,294
|
-16%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.87M
|
+$901K
|
+8,546
|
+19%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.79M
|
+$1.67M
|
+15,821
|
+57%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.56M
|
-$605K
|
-5,739
|
-12%
|
|
|
9
|
Theory Financial
Fort Collins,
Colorado
|
$3.2M
|
-$80.8K
|
-766
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
-$575K
|
-5,452
|
-19%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.21M
|
-$342K
|
-3,248
|
-14%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.04M
|
-$28K
|
-266
|
-1%
|
|
|
13
|
NTV Asset Management
Charleston,
West Virginia
|
$1.93M
|
-$120K
|
-1,140
|
-6%
|
|
|
14
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.73M
|
+$110K
|
+1,044
|
+7%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.72M
|
-$538K
|
-5,105
|
-24%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.42M
|
-$115K
|
-1,091
|
-8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
+$175K
|
+1,656
|
+15%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.11M
|
-$223K
|
-2,113
|
-17%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.06M
|
+$35.5K
|
+337
|
+4%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$966K
|
+$151K
|
+1,430
|
+19%
|
|
|
21
|
SimplyRich
Carlsbad,
California
|
$942K
|
-$7.38K
|
-70
|
-0.8%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$872K
|
+$73.5K
|
+697
|
+10%
|
|
|
23
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$768K
|
–
|
–
|
–
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$720K
|
-$21.6K
|
-205
|
-3%
|
|
|
25
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$713K
|
+$273K
|
+2,589
|
+66%
|
|
