|
1
|
Systelligence LLC
Bloomington,
Minnesota
|
$7.4M
|
+$7.35M
|
+170,351
|
New
|
|
|
2
|
Crumly & Associates
Springfield,
Illinois
|
$7.12M
|
-$170K
|
-3,936
|
-2%
|
|
|
3
|
Cantor Fitzgerald
New York
|
$6.72M
|
-$113K
|
-2,608
|
-2%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.93M
|
+$48.5K
|
+1,124
|
+1%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.93M
|
+$48.5K
|
+1,124
|
+1%
|
|
|
6
|
|
$4.57M
|
+$2.53M
|
+58,668
|
+126%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$3.22M
|
-$65K
|
-1,506
|
-2%
|
|
|
8
|
3EDGE Asset Management
Naples,
Florida
|
$2.54M
|
+$482K
|
+11,167
|
+24%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
-$219K
|
-5,068
|
-9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
-$13.9K
|
-323
|
-0.7%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$1.65M
|
-$1.64M
|
-37,884
|
-50%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.34M
|
-$379K
|
-8,774
|
-22%
|
|
|
13
|
Western Wealth Management
Golden,
Colorado
|
$777K
|
+$20.5K
|
+476
|
+3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$721K
|
-$137K
|
-3,165
|
-16%
|
|
|
15
|
Bank of New York Mellon
New York
|
$706K
|
-$69.5K
|
-1,611
|
-9%
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$644K
|
-$9.93K
|
-230
|
-2%
|
|
|
17
|
Columbia Advisory Partners
Spokane,
Washington
|
$483K
|
–
|
–
|
–
|
|
|
18
|
PFG Advisors
Phoenix,
Arizona
|
$258K
|
+$256K
|
+5,933
|
New
|
|
|
19
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$226K
|
+$24.2K
|
+560
|
+12%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$208K
|
-$18K
|
-418
|
-8%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$141K
|
-$24.9K
|
-577
|
-15%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$91K
|
+$38.1K
|
+882
|
+73%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$43.1K
|
+$5.96K
|
+138
|
+16%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
25
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$10.9K
|
+$10.8K
|
+250
|
New
|
|
