|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$15M
|
+$4.86M
|
+119,886
|
+48%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$10.8M
|
+266,202
|
+263,566%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$1.81M
|
+44,571
|
+21%
|
|
|
4
|
HHG & Company
Darien,
Connecticut
|
$8.58M
|
-$10.3M
|
-253,188
|
-55%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.42M
|
-$184K
|
-4,532
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.41M
|
-$12M
|
-296,585
|
-69%
|
|
|
7
|
CPWM LLC
Seattle,
Washington
|
$5.26M
|
-$2.87M
|
-70,898
|
-35%
|
|
|
8
|
|
$5.17M
|
-$617K
|
-15,232
|
-11%
|
|
|
9
|
VSR Financial Services
Overland Park,
Kansas
|
$2.94M
|
+$183K
|
+4,511
|
+7%
|
|
|
10
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.33M
|
+$353K
|
+8,715
|
+18%
|
|
|
11
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.32M
|
-$88.1K
|
-2,175
|
-4%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$2.21M
|
-$2.15K
|
-53
|
-0.1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
+$264K
|
+6,523
|
+14%
|
|
|
14
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.72M
|
-$28.8K
|
-710
|
-2%
|
|
|
15
|
Bison Wealth
Atlanta,
Georgia
|
$1.68M
|
-$49.7K
|
-1,226
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.66M
|
-$351K
|
-8,664
|
-18%
|
|
|
17
|
Madrona Financial Services
Everett,
Washington
|
$1.21M
|
+$81.8K
|
+2,020
|
+7%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$1.07M
|
+$175K
|
+4,332
|
+20%
|
|
|
19
|
Efficient Advisors
Mason,
Ohio
|
$1.04M
|
-$24.1K
|
-596
|
-2%
|
|
|
20
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
21
|
Boston Research & Management
Manchester,
Massachusetts
|
$996K
|
+$22.7K
|
+560
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$800K
|
+$47.7K
|
+1,178
|
+6%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$768K
|
-$704K
|
-17,385
|
-48%
|
|
|
24
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$768K
|
+$307K
|
+7,580
|
+67%
|
|
|
25
|
CIBC Bank USA
Chicago,
Illinois
|
$768K
|
+$762K
|
+18,821
|
New
|
|
