|
1
|
|
$24.4M
|
-$3.48M
|
-127,503
|
-12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
-$266K
|
-9,743
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
+$1.05M
|
+38,387
|
+7%
|
|
|
4
|
Albion Financial Group
Salt Lake City,
Utah
|
$10.4M
|
-$309K
|
-11,333
|
-3%
|
|
|
5
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$10.1M
|
+$347K
|
+12,729
|
+3%
|
|
|
6
|
Bank of the West
Monterey Park,
California
|
$7.65M
|
+$2.2M
|
+80,757
|
+38%
|
|
|
7
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$6.51M
|
+$218K
|
+8,010
|
+3%
|
|
|
8
|
|
$6.24M
|
+$77.2K
|
+2,831
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.87M
|
-$217K
|
-7,951
|
-3%
|
|
|
10
|
Oppenheimer Asset Management
New York
|
$5.06M
|
-$3.19K
|
-117
|
-0.1%
|
|
|
11
|
Personal Financial Consultants
Lafayette,
California
|
$4.7M
|
-$525K
|
-19,241
|
-10%
|
|
|
12
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$4.1M
|
-$302K
|
-11,093
|
-7%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.02M
|
-$19.3K
|
-708
|
-0.5%
|
|
|
14
|
|
$3.77M
|
+$109K
|
+4,000
|
+3%
|
|
|
15
|
|
$3.41M
|
+$1.13M
|
+41,401
|
+46%
|
|
|
16
|
New York Life Investment Management
New York
|
$2.92M
|
+$225K
|
+8,245
|
+8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.88M
|
-$202K
|
-7,413
|
-6%
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$2.88M
|
–
|
–
|
–
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.77M
|
-$182K
|
-6,667
|
-6%
|
|
|
20
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.74M
|
+$34.2K
|
+1,256
|
+1%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.65M
|
+$2.01M
|
+73,752
|
+268%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$2.6M
|
-$63.5K
|
-2,330
|
-2%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.41M
|
+$617K
|
+22,620
|
+33%
|
|
|
24
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.99M
|
+$125K
|
+4,591
|
+6%
|
|
|
25
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$1.9M
|
–
|
–
|
–
|
|
