|
1
|
Crabel Capital Management
Los Angeles,
California
|
$12.5M
|
–
|
–
|
–
|
|
|
2
|
Stratos Investment Management
Beachwood,
Ohio
|
$8.23M
|
+$563K
|
+17,564
|
+7%
|
|
|
3
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$5.55M
|
+$485K
|
+15,130
|
+9%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$4.93M
|
+$355K
|
+11,056
|
+7%
|
|
|
5
|
|
$2.88M
|
+$3.01M
|
+93,805
|
New
|
|
|
6
|
Opes Wealth Management
Menlo Park,
California
|
$2.41M
|
+$588K
|
+18,341
|
+31%
|
|
|
7
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.2M
|
+$389K
|
+12,136
|
+20%
|
|
|
8
|
Central Trust Company
Jefferson City,
Missouri
|
$1.44M
|
+$159K
|
+4,970
|
+12%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.31M
|
+$26K
|
+810
|
+2%
|
|
|
10
|
Private Capital Management (Florida)
Naples,
Florida
|
$940K
|
+$133K
|
+4,158
|
+16%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$747K
|
-$547K
|
-17,047
|
-41%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$725K
|
+$95.2K
|
+2,967
|
+14%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$709K
|
+$29K
|
+905
|
+4%
|
|
|
14
|
KLR Investment Advisors
Providence,
Rhode Island
|
$654K
|
-$21.9K
|
-682
|
-3%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$653K
|
+$681K
|
+21,243
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$636K
|
–
|
–
|
–
|
|
|
17
|
HB Wealth Management
Atlanta,
Georgia
|
$566K
|
-$458K
|
-14,291
|
-44%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$444K
|
+$300K
|
+9,347
|
+183%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$440K
|
-$49.4K
|
-1,540
|
-10%
|
|
|
20
|
Klingman & Associates
New York
|
$413K
|
–
|
–
|
–
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$408K
|
-$13.6M
|
-425,109
|
-97%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$391K
|
+$112K
|
+3,486
|
+38%
|
|
|
23
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$304K
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$290K
|
–
|
–
|
–
|
|
|
25
|
|
$287K
|
-$83.5K
|
-2,604
|
-22%
|
|
