|
1
|
|
$108M
|
+$6.32M
|
+176,517
|
+6%
|
|
|
2
|
|
$8.56M
|
+$8.51M
|
+237,607
|
New
|
|
|
3
|
Windham Capital Management
Boston,
Massachusetts
|
$7.21M
|
+$7.17M
|
+200,191
|
New
|
|
|
4
|
FCG Advisors
Chatham,
New Jersey
|
$6.84M
|
+$3.9K
|
+109
|
+0.1%
|
|
|
5
|
Leuthold Group
Minneapolis,
Minnesota
|
$6.18M
|
+$31.7K
|
+884
|
+0.5%
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.87M
|
-$140K
|
-3,906
|
-4%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$3.77M
|
+$63.8K
|
+1,780
|
+2%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$2.43M
|
+$71.3K
|
+1,990
|
+3%
|
|
|
9
|
|
$2.06M
|
+$546K
|
+15,254
|
+36%
|
|
|
10
|
Bluefin Capital Management
New York
|
$1.8M
|
+$1.77M
|
+49,306
|
New
|
|
|
11
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.75M
|
+$74.1K
|
+2,068
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
+$24.8K
|
+691
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34M
|
+$219K
|
+6,109
|
+20%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$758K
|
-$778K
|
-21,722
|
-51%
|
|
|
15
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$754K
|
+$101K
|
+2,820
|
+16%
|
|
|
16
|
Partnervest Advisory Services
Santa Barbara,
California
|
$697K
|
+$128K
|
+3,573
|
+23%
|
|
|
17
|
Bank of New York Mellon
New York
|
$639K
|
+$40.3K
|
+1,126
|
+7%
|
|
|
18
|
Huntington National Bank
Columbus,
Ohio
|
$558K
|
–
|
–
|
–
|
|
|
19
|
|
$505K
|
-$449K
|
-12,532
|
-47%
|
|
|
20
|
Aspiriant LLC
Los Angeles,
California
|
$489K
|
-$352K
|
-9,839
|
-42%
|
|
|
21
|
Verition Fund Management
Greenwich,
Connecticut
|
$453K
|
+$451K
|
+12,588
|
New
|
|
|
22
|
Lattice Strategies
Wayne,
Pennsylvania
|
$395K
|
-$8.95K
|
-250
|
-2%
|
|
|
23
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$372K
|
+$287
|
+8
|
+0.1%
|
|
|
24
|
Pure Financial Advisors
San Diego,
California
|
$333K
|
–
|
–
|
–
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$246K
|
-$1.15K
|
-32
|
-0.5%
|
|
