|
1
|
|
$75.9M
|
+$8.46M
|
+272,645
|
+12%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$53.8M
|
+$28.5M
|
+918,139
|
+107%
|
|
|
3
|
Windham Capital Management
Boston,
Massachusetts
|
$34.8M
|
-$25.1M
|
-809,750
|
-41%
|
|
|
4
|
Leuthold Group
Minneapolis,
Minnesota
|
$5.04M
|
+$88.6K
|
+2,855
|
+2%
|
|
|
5
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$4.55M
|
–
|
–
|
–
|
|
|
6
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.19M
|
-$128K
|
-4,107
|
-4%
|
|
|
7
|
Bluefin Capital Management
New York
|
$2.39M
|
+$2.45M
|
+78,877
|
New
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$2.04M
|
+$113K
|
+3,645
|
+6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
-$927K
|
-29,846
|
-31%
|
|
|
10
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.95M
|
+$31.2K
|
+1,004
|
+2%
|
|
|
11
|
|
$1.25M
|
-$863K
|
-27,796
|
-40%
|
|
|
12
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$790K
|
-$618K
|
-19,905
|
-43%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$728K
|
+$1.37K
|
+44
|
+0.2%
|
|
|
14
|
Bank of New York Mellon
New York
|
$659K
|
+$48K
|
+1,546
|
+8%
|
|
|
15
|
Managed Account Advisors
Jersey City,
New Jersey
|
$601K
|
-$269K
|
-8,671
|
-30%
|
|
|
16
|
|
$534K
|
-$948K
|
-30,538
|
-63%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$468K
|
+$478K
|
+15,410
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$408K
|
-$1.19M
|
-38,444
|
-74%
|
|
|
19
|
|
$354K
|
+$362K
|
+11,663
|
New
|
|
|
20
|
FCG Advisors
Chatham,
New Jersey
|
$350K
|
-$59.3K
|
-1,909
|
-14%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$304K
|
+$311K
|
+10,013
|
New
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$282K
|
+$9.03K
|
+291
|
+3%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$263K
|
+$34.9K
|
+1,123
|
+15%
|
|
|
24
|
City National Bank
Beverly Hills,
Delaware
|
$241K
|
+$247K
|
+7,959
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$211K
|
+$216K
|
+6,953
|
New
|
|
