|
1
|
|
$114M
|
+$4.2M
|
+115,901
|
+4%
|
|
|
2
|
Windham Capital Management
Boston,
Massachusetts
|
$12.1M
|
+$4.77M
|
+131,515
|
+66%
|
|
|
3
|
FCG Advisors
Chatham,
New Jersey
|
$7.43M
|
+$493K
|
+13,614
|
+7%
|
|
|
4
|
Leuthold Group
Minneapolis,
Minnesota
|
$6.26M
|
-$5.4K
|
-149
|
-0.1%
|
|
|
5
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.9M
|
-$22.3K
|
-615
|
-0.6%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$3.37M
|
-$446K
|
-12,313
|
-12%
|
|
|
7
|
|
$2.57M
|
+$481K
|
+13,287
|
+23%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$2.48M
|
+$10.6K
|
+293
|
+0.4%
|
|
|
9
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2M
|
+$226K
|
+6,230
|
+13%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
+$210K
|
+5,793
|
+16%
|
|
|
11
|
Bluefin Capital Management
New York
|
$1.5M
|
-$257K
|
-7,098
|
-14%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
-$58.7K
|
-1,620
|
-4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$958K
|
+$189K
|
+5,212
|
+25%
|
|
|
14
|
|
$905K
|
-$7.71M
|
-212,807
|
-90%
|
|
|
15
|
Bank of New York Mellon
New York
|
$707K
|
+$59.3K
|
+1,636
|
+9%
|
|
|
16
|
|
$600K
|
+$88.1K
|
+2,432
|
+17%
|
|
|
17
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$523K
|
-$239K
|
-6,596
|
-32%
|
|
|
18
|
Aspiriant LLC
Los Angeles,
California
|
$496K
|
–
|
–
|
–
|
|
|
19
|
Partnervest Advisory Services
Santa Barbara,
California
|
$400K
|
-$304K
|
-8,377
|
-43%
|
|
|
20
|
Lattice Strategies
Wayne,
Pennsylvania
|
$400K
|
–
|
–
|
–
|
|
|
21
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$377K
|
–
|
–
|
–
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$338K
|
–
|
–
|
–
|
|
|
23
|
Verition Fund Management
Greenwich,
Connecticut
|
$324K
|
-$134K
|
-3,698
|
-29%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$323K
|
+$167K
|
+4,621
|
+109%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$262K
|
+$12.8K
|
+354
|
+5%
|
|
