|
1
|
Checchi Capital Advisers
Beverly Hills,
California
|
$15M
|
+$1.67M
|
+30,128
|
+12%
|
|
|
2
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$14.6M
|
+$14.8M
|
+268,000
|
New
|
|
|
3
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$12.4M
|
+$92.1K
|
+1,666
|
+0.7%
|
|
|
4
|
|
$12M
|
+$5.68M
|
+102,675
|
+88%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
+$2.48M
|
+44,923
|
+29%
|
|
|
6
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$10.8M
|
–
|
–
|
–
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$9.22M
|
–
|
–
|
–
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$8.67M
|
+$339K
|
+6,125
|
+4%
|
|
|
9
|
Corrigan Financial
Middletown,
Rhode Island
|
$7.24M
|
-$201K
|
-3,632
|
-3%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$7.19M
|
-$215K
|
-3,898
|
-3%
|
|
|
11
|
|
$6.52M
|
+$1.11M
|
+20,129
|
+20%
|
|
|
12
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.93M
|
-$1.48M
|
-26,706
|
-20%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.93M
|
+$678K
|
+12,261
|
+13%
|
|
|
14
|
|
$5.79M
|
-$26.1M
|
-472,155
|
-82%
|
|
|
15
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$5.74M
|
+$1.85M
|
+33,414
|
+47%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$4.39M
|
-$35.4K
|
-641
|
-0.8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.2M
|
-$800K
|
-14,465
|
-16%
|
|
|
18
|
JFG Wealth Management
Denver,
Colorado
|
$3.97M
|
-$17K
|
-308
|
-0.4%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$3.84M
|
+$41.7K
|
+755
|
+1%
|
|
|
20
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.81M
|
-$829
|
-15
|
-0%
|
|
|
21
|
Omega Financial Group
Santa Barbara,
California
|
$2.79M
|
-$129K
|
-2,335
|
-4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
-$90.3K
|
-1,634
|
-3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.24M
|
+$1.09M
|
+19,782
|
+93%
|
|
|
24
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.22M
|
+$45.6K
|
+825
|
+2%
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.18M
|
-$81.1K
|
-1,468
|
-4%
|
|
