|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$91.4M
|
+$92.3K
|
+3,213
|
New
|
|
|
2
|
|
$30.2M
|
-$1.8M
|
-62,687
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$17.2M
|
-$1.48M
|
-51,663
|
-8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
-$63.8K
|
-2,222
|
-0.4%
|
|
|
5
|
Albion Financial Group
Salt Lake City,
Utah
|
$11.6M
|
+$67.4K
|
+2,347
|
+0.6%
|
|
|
6
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$10.6M
|
+$376K
|
+13,095
|
+4%
|
|
|
7
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$6.85M
|
-$194K
|
-6,772
|
-3%
|
|
|
8
|
|
$6.7M
|
-$181K
|
-6,298
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.61M
|
-$499K
|
-17,370
|
-7%
|
|
|
10
|
Bank of the West
Monterey Park,
California
|
$6.03M
|
-$1.29M
|
-45,087
|
-18%
|
|
|
11
|
Personal Financial Consultants
Lafayette,
California
|
$5.65M
|
+$5.71M
|
+198,820
|
New
|
|
|
12
|
Oppenheimer Asset Management
New York
|
$5.5M
|
+$382K
|
+13,290
|
+7%
|
|
|
13
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$4.77M
|
+$158K
|
+5,493
|
+3%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.66M
|
+$315K
|
+10,976
|
+7%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$4.39M
|
+$97.6K
|
+3,399
|
+2%
|
|
|
16
|
|
$3.98M
|
+$574K
|
+20,000
|
+17%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.34M
|
+$33.9K
|
+1,181
|
+1%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.2M
|
+$46.9K
|
+1,634
|
+1%
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$3.13M
|
-$14.4K
|
-500
|
-0.5%
|
|
|
20
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.94M
|
-$77.8K
|
-2,708
|
-3%
|
|
|
21
|
New York Life Investment Management
New York
|
$2.94M
|
+$106K
|
+3,674
|
+4%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$2.89M
|
+$373K
|
+12,990
|
+15%
|
|
|
23
|
|
$2.54M
|
-$996K
|
-34,681
|
-28%
|
|
|
24
|
Probity Advisors
Dallas,
Texas
|
$2.33M
|
-$391K
|
-13,614
|
-14%
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.23M
|
-$507K
|
-17,645
|
-18%
|
|
