|
1
|
Laidlaw Group
Bedford Hills,
New York
|
$3.41M
|
–
|
–
|
–
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$3.2M
|
+$59.9K
|
+1,960
|
+2%
|
|
|
3
|
Horizon Investments
Charlotte,
North Carolina
|
$2.72M
|
–
|
–
|
–
|
|
|
4
|
|
$2.53M
|
-$2.12M
|
-69,335
|
-46%
|
|
|
5
|
Lattice Strategies
Wayne,
Pennsylvania
|
$2.17M
|
+$346K
|
+11,330
|
+20%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$1.81M
|
+$647K
|
+21,169
|
+57%
|
|
|
7
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.72M
|
-$104K
|
-3,390
|
-6%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$1.7M
|
-$32.3K
|
-1,056
|
-2%
|
|
|
9
|
|
$1.57M
|
-$4.21M
|
-137,610
|
-73%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.52M
|
-$57.5K
|
-1,880
|
-4%
|
|
|
11
|
|
$1.32M
|
-$505K
|
-16,527
|
-28%
|
|
|
12
|
WhitTier Trust Company
Reno,
Nevada
|
$1.3M
|
–
|
–
|
–
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$970K
|
+$672K
|
+21,989
|
+241%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$777K
|
+$166K
|
+5,439
|
+28%
|
|
|
15
|
|
$565K
|
-$26.5K
|
-868
|
-5%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$504K
|
-$85.1K
|
-2,784
|
-15%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$428K
|
+$57.9K
|
+1,893
|
+16%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$350K
|
-$18.3K
|
-598
|
-5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$342K
|
-$84.2K
|
-2,756
|
-20%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$330K
|
-$846K
|
-27,674
|
-72%
|
|
|
21
|
Bank of New York Mellon
New York
|
$279K
|
+$273K
|
+8,934
|
New
|
|
|
22
|
City National Bank
Beverly Hills,
Delaware
|
$264K
|
+$2.44K
|
+80
|
+1%
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$257K
|
-$15.3K
|
-500
|
-6%
|
|
|
24
|
Tactical Allocation Group
Birmingham,
Michigan
|
$226K
|
+$221K
|
+7,241
|
New
|
|
|
25
|
IMS Capital Management
Portland,
Oregon
|
$202K
|
+$198K
|
+6,484
|
New
|
|
