|
1
|
Valmark Advisers
Akron,
Ohio
|
$213M
|
-$10.8M
|
-270,494
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$185M
|
+$22.8M
|
+569,823
|
+15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$122M
|
+$12M
|
+300,245
|
+12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$95.3M
|
+$7.78M
|
+194,027
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$77.3M
|
+$18.9M
|
+471,659
|
+34%
|
|
|
6
|
Horizon Investments
Charlotte,
North Carolina
|
$76.4M
|
-$221M
|
-5,508,484
|
-75%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$74.9M
|
+$4.09M
|
+102,007
|
+6%
|
|
|
8
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$70.2M
|
-$4.49M
|
-111,981
|
-6%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$67.6M
|
+$2.89M
|
+72,130
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.7M
|
-$20.3M
|
-505,471
|
-24%
|
|
|
11
|
|
$63.5M
|
+$3.07M
|
+76,554
|
+5%
|
|
|
12
|
Synovus Financial
Columbus,
Georgia
|
$58.8M
|
-$3.13M
|
-78,140
|
-5%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$51.6M
|
+$164K
|
+4,081
|
+0.3%
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$49.5M
|
+$868K
|
+21,654
|
+2%
|
|
|
15
|
PFS Investments
Duluth,
Georgia
|
$47.1M
|
-$50.7M
|
-1,266,124
|
-53%
|
|
|
16
|
Focused Wealth Management
Newburgh,
New York
|
$44.5M
|
+$3.91M
|
+97,642
|
+10%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$43.5M
|
+$644K
|
+16,069
|
+2%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$41.9M
|
-$1.37M
|
-34,098
|
-3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$41.4M
|
+$1.86M
|
+46,393
|
+5%
|
|
|
20
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$41.2M
|
+$2.6M
|
+64,937
|
+7%
|
|
|
21
|
Balentine LLC
Atlanta,
Georgia
|
$40M
|
-$3.78M
|
-94,368
|
-9%
|
|
|
22
|
Parametric Portfolio Associates
Seattle,
Washington
|
$40M
|
-$2.69M
|
-67,069
|
-7%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.9M
|
+$573K
|
+14,305
|
+2%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$36.2M
|
+$3.85M
|
+95,987
|
+12%
|
|
|
25
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$33.9M
|
+$24.4M
|
+608,848
|
+304%
|
|
