|
1
|
Valmark Advisers
Akron,
Ohio
|
$186M
|
+$3.21M
|
+91,816
|
+2%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$163M
|
-$30.8M
|
-881,844
|
-15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$88.8M
|
+$34.6M
|
+990,702
|
+57%
|
|
|
4
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$63.3M
|
-$1.83M
|
-52,254
|
-3%
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
$61.9M
|
-$1.74M
|
-49,849
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$50.2M
|
+$2.74M
|
+78,517
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$48.5M
|
+$7.73M
|
+221,047
|
+17%
|
|
|
8
|
Balentine LLC
Atlanta,
Georgia
|
$43.4M
|
+$46.7M
|
+1,335,650
|
New
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$43.4M
|
+$46.7M
|
+1,335,650
|
New
|
|
|
10
|
|
$40.6M
|
+$11.2M
|
+321,523
|
+35%
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$38.9M
|
+$38.4M
|
+1,098,494
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.1M
|
-$167M
|
-4,780,064
|
-80%
|
|
|
13
|
|
$35.7M
|
+$37.3M
|
+1,067,746
|
+3,370%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$35.5M
|
+$1.32M
|
+37,885
|
+4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.1M
|
+$19.7M
|
+563,213
|
+143%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$28.3M
|
-$5M
|
-143,007
|
-14%
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$27.3M
|
-$1.02M
|
-29,128
|
-3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$27M
|
+$19.3M
|
+553,546
|
+198%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.2M
|
+$1.8M
|
+51,490
|
+7%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.5M
|
+$3.91M
|
+111,977
|
+18%
|
|
|
21
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$20.8M
|
+$773K
|
+22,116
|
+4%
|
|
|
22
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$19.9M
|
-$1.09M
|
-31,097
|
-5%
|
|
|
23
|
First National Trust
Hermitage,
Pennsylvania
|
$19.4M
|
+$8.99M
|
+257,305
|
+76%
|
|
|
24
|
Nottingham Advisors
Amherst,
New York
|
$17.9M
|
+$966K
|
+27,634
|
+7%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$16.5M
|
-$61M
|
-1,744,959
|
-78%
|
|
