|
1
|
AE Wealth Management
Topeka,
Kansas
|
$14.2M
|
+$2.35M
|
+74,205
|
+20%
|
|
|
2
|
Crabel Capital Management
Los Angeles,
California
|
$13.1M
|
-$316
|
-10
|
-0%
|
|
|
3
|
Stratos Investment Management
Beachwood,
Ohio
|
$8.12M
|
+$446K
|
+14,099
|
+6%
|
|
|
4
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$5.36M
|
+$278K
|
+8,771
|
+6%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$4.84M
|
+$121K
|
+3,836
|
+3%
|
|
|
6
|
Opes Wealth Management
Menlo Park,
California
|
$1.94M
|
+$234K
|
+7,380
|
+14%
|
|
|
7
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.92M
|
-$9.05K
|
-286
|
-0.5%
|
|
|
8
|
Central Trust Company
Jefferson City,
Missouri
|
$1.36M
|
-$579K
|
-18,293
|
-30%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.36M
|
-$42.2K
|
-1,333
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
+$68.1K
|
+2,153
|
+5%
|
|
|
11
|
HB Wealth Management
Atlanta,
Georgia
|
$1.06M
|
-$704K
|
-22,239
|
-40%
|
|
|
12
|
Private Capital Management (Florida)
Naples,
Florida
|
$857K
|
+$287K
|
+9,069
|
+52%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$719K
|
+$7.72K
|
+244
|
+1%
|
|
|
14
|
KLR Investment Advisors
Providence,
Rhode Island
|
$705K
|
+$21.6K
|
+682
|
+3%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$673K
|
+$94.7K
|
+2,994
|
+17%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$671K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$514K
|
-$805K
|
-25,431
|
-62%
|
|
|
18
|
Klingman & Associates
New York
|
$435K
|
–
|
–
|
–
|
|
|
19
|
|
$387K
|
+$158K
|
+4,981
|
+71%
|
|
|
20
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$321K
|
–
|
–
|
–
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$306K
|
-$36.2K
|
-1,145
|
-11%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$300K
|
+$79.4K
|
+2,508
|
+37%
|
|
|
23
|
TRUADVICE
Sarasota,
Florida
|
$287K
|
-$27.2K
|
-859
|
-9%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$166K
|
+$17.6K
|
+555
|
+12%
|
|
|
25
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$149K
|
+$18.8K
|
+595
|
+15%
|
|
