|
1
|
|
$44.7M
|
+$6.83M
|
+196,376
|
+18%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$22.9M
|
+$3.35M
|
+96,237
|
+17%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$17M
|
+$724K
|
+20,800
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$6.05M
|
+173,799
|
+61%
|
|
|
5
|
Synovus Financial
Columbus,
Georgia
|
$14.9M
|
+$3.29M
|
+94,487
|
+29%
|
|
|
6
|
Albion Financial Group
Salt Lake City,
Utah
|
$14M
|
+$253K
|
+7,273
|
+2%
|
|
|
7
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$13M
|
+$168K
|
+4,820
|
+1%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$12.9M
|
+$3.35M
|
+96,262
|
+36%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
-$13M
|
-372,978
|
-49%
|
|
|
10
|
Bank of the West
Monterey Park,
California
|
$9.17M
|
-$372K
|
-10,697
|
-4%
|
|
|
11
|
City of London Investment Management
London,
United Kingdom
|
$8.96M
|
+$1.18M
|
+33,966
|
+15%
|
|
|
12
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$8.49M
|
-$182K
|
-5,228
|
-2%
|
|
|
13
|
|
$8.11M
|
-$83.3K
|
-2,395
|
-1%
|
|
|
14
|
Niemann Capital Management
Stateline,
Nevada
|
$7.17M
|
+$3.43M
|
+98,688
|
+94%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.77M
|
-$953K
|
-27,397
|
-12%
|
|
|
16
|
Oppenheimer Asset Management
New York
|
$5.56M
|
+$1.87M
|
+53,802
|
+51%
|
|
|
17
|
|
$5.27M
|
+$3.43M
|
+98,452
|
+190%
|
|
|
18
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$5.13M
|
+$331K
|
+9,525
|
+7%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$4.3M
|
+$2.29M
|
+65,780
|
+116%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.24M
|
+$1.38M
|
+39,536
|
+49%
|
|
|
21
|
|
$4.21M
|
–
|
–
|
–
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$3.88M
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.88M
|
-$330K
|
-9,487
|
-8%
|
|
|
24
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.86M
|
-$44.1K
|
-1,268
|
-1%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.85M
|
-$1.79M
|
-51,305
|
-32%
|
|
