|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$25.7M
|
+$2.17M
|
+54,352
|
+8%
|
|
|
2
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$18.6M
|
+$22.1M
|
+552,379
|
New
|
|
|
3
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.5M
|
+$1.06M
|
+26,508
|
+8%
|
|
|
4
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$9.41M
|
+$155K
|
+3,875
|
+1%
|
|
|
5
|
Waddell & Associates
Memphis,
Tennessee
|
$5.64M
|
-$7.75M
|
-194,101
|
-54%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.43M
|
+$27.9K
|
+698
|
+0.5%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.18M
|
+$789K
|
+19,762
|
+19%
|
|
|
8
|
Balentine LLC
Atlanta,
Georgia
|
$4.18M
|
+$875K
|
+21,910
|
+21%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.24M
|
-$228K
|
-5,720
|
-8%
|
|
|
10
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.35M
|
-$20.3K
|
-509
|
-1%
|
|
|
11
|
|
$1.13M
|
+$86K
|
+2,153
|
+7%
|
|
|
12
|
Total Wealth Planning
Cincinnati,
Ohio
|
$752K
|
+$893K
|
+22,361
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$735K
|
+$10.2K
|
+256
|
+1%
|
|
|
14
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$691K
|
+$821K
|
+20,553
|
New
|
|
|
15
|
|
$452K
|
-$4.44M
|
-111,183
|
-89%
|
|
|
16
|
Financial Consulate
Hunt Valley,
Maryland
|
$451K
|
+$146K
|
+3,650
|
+37%
|
|
|
17
|
Intelligence Driven Advisers
Carlsbad,
California
|
$446K
|
+$112K
|
+2,803
|
+27%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$413K
|
+$446K
|
+11,175
|
+1,015%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$405K
|
+$71.7K
|
+1,795
|
+18%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$358K
|
-$16.6K
|
-416
|
-4%
|
|
|
21
|
V Wealth Advisors
Overland Park,
Kansas
|
$313K
|
+$371K
|
+9,295
|
New
|
|
|
22
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$249K
|
-$802K
|
-20,091
|
-73%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$211K
|
-$7.63K
|
-191
|
-3%
|
|
|
24
|
MCF Advisors
Covington,
Kentucky
|
$109K
|
–
|
–
|
–
|
|
|
25
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$105K
|
–
|
–
|
–
|
|
