|
1
|
Valmark Advisers
Akron,
Ohio
|
$231M
|
+$4.59M
|
+156,037
|
+2%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$202M
|
+$219M
|
+7,447,412
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$87.8M
|
+$54.7M
|
+1,859,811
|
+135%
|
|
|
4
|
PFS Investments
Duluth,
Georgia
|
$76.7M
|
+$80.9M
|
+2,751,688
|
New
|
|
|
5
|
Balentine LLC
Atlanta,
Georgia
|
$62.6M
|
+$67.8M
|
+2,304,945
|
New
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$60.4M
|
+$65.4M
|
+2,224,129
|
New
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$56.3M
|
+$60.9M
|
+2,071,937
|
New
|
|
|
8
|
|
$50.2M
|
+$23.3M
|
+792,302
|
+75%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$44.3M
|
+$8.75M
|
+297,630
|
+22%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$37.5M
|
-$359K
|
-12,193
|
-0.9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.4M
|
+$30.7M
|
+1,045,426
|
+314%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.8M
|
-$703K
|
-23,899
|
-2%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$26M
|
+$25.6M
|
+871,868
|
New
|
|
|
14
|
Lutz Financial Services
Omaha,
Nebraska
|
$24.6M
|
+$1.2M
|
+40,928
|
+5%
|
|
|
15
|
Accredited Investors
Edina,
Minnesota
|
$24.5M
|
+$13.8M
|
+468,762
|
+108%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$23.7M
|
+$7.02M
|
+238,798
|
+38%
|
|
|
17
|
Ford Financial Group
Fresno,
California
|
$22.3M
|
-$13.3M
|
-453,040
|
-36%
|
|
|
18
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$21.9M
|
-$1.09M
|
-37,136
|
-4%
|
|
|
19
|
Focused Wealth Management
Newburgh,
New York
|
$21.8M
|
+$714K
|
+24,288
|
+3%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$18.2M
|
+$1.28M
|
+43,444
|
+8%
|
|
|
21
|
Nottingham Advisors
Amherst,
New York
|
$17.3M
|
+$958K
|
+32,565
|
+6%
|
|
|
22
|
Jackson Wealth Management
Lake Mary,
Florida
|
$14.2M
|
+$5.88M
|
+200,063
|
+60%
|
|
|
23
|
First National Trust
Hermitage,
Pennsylvania
|
$12.9M
|
+$5.82M
|
+198,018
|
+72%
|
|
|
24
|
Kays Financial Advisory
Atlanta,
Georgia
|
$12.1M
|
-$1.78M
|
-60,667
|
-12%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$6.52M
|
+221,713
|
+102%
|
|
