|
1
|
Crabel Capital Management
Los Angeles,
California
|
$13.2M
|
+$324
|
+10
|
+0%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$4.64M
|
+$434K
|
+13,379
|
+10%
|
|
|
3
|
Stratos Investment Management
Beachwood,
Ohio
|
$3.42M
|
+$1.07M
|
+32,872
|
+46%
|
|
|
4
|
Opes Wealth Management
Menlo Park,
California
|
$1.67M
|
+$63.8K
|
+1,967
|
+4%
|
|
|
5
|
Homrich & Berg
Atlanta,
Georgia
|
$1.49M
|
-$7.49K
|
-231
|
-0.5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.27M
|
-$228K
|
-7,019
|
-15%
|
|
|
7
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.09M
|
-$22.6K
|
-698
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$899K
|
-$42.8K
|
-1,319
|
-5%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$821K
|
+$818K
|
+25,227
|
New
|
|
|
10
|
RHS Financial
San Francisco,
California
|
$676K
|
-$452K
|
-13,948
|
-40%
|
|
|
11
|
|
$589K
|
+$230K
|
+7,101
|
+65%
|
|
|
12
|
Klingman & Associates
New York
|
$478K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$395K
|
-$61.8K
|
-1,905
|
-14%
|
|
|
14
|
TRUADVICE
Sarasota,
Florida
|
$384K
|
-$959K
|
-29,572
|
-72%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$371K
|
-$317K
|
-9,777
|
-46%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$368K
|
-$2.04K
|
-63
|
-0.6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$361K
|
+$4.57K
|
+141
|
+1%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$334K
|
+$107K
|
+3,311
|
+48%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$291K
|
+$289K
|
+8,924
|
New
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$289K
|
+$288K
|
+8,883
|
New
|
|
|
21
|
Lenox Wealth Advisors
New York
|
$221K
|
-$74.8K
|
-2,305
|
-25%
|
|
|
22
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$215K
|
-$28.3K
|
-872
|
-12%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$180K
|
+$2.92K
|
+90
|
+2%
|
|
|
24
|
Macroview Investment Management
Bethesda,
Maryland
|
$130K
|
+$32.5K
|
+1,002
|
+33%
|
|
|
25
|
|
$55K
|
–
|
–
|
–
|
|
