|
1
|
|
$27.1M
|
+$517K
|
+18,335
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$22.9M
|
+$5.88M
|
+208,449
|
+35%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
-$1.43M
|
-50,744
|
-9%
|
|
|
4
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.4M
|
+$472K
|
+16,743
|
+4%
|
|
|
5
|
Albion Financial Group
Salt Lake City,
Utah
|
$11.3M
|
+$20.6K
|
+731
|
+0.2%
|
|
|
6
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$7.03M
|
-$52K
|
-1,842
|
-0.7%
|
|
|
7
|
|
$6.79M
|
-$762
|
-27
|
-0%
|
|
|
8
|
Personal Financial Consultants
Lafayette,
California
|
$6.08M
|
+$957K
|
+33,931
|
+19%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.01M
|
-$373K
|
-13,225
|
-6%
|
|
|
10
|
Oppenheimer Asset Management
New York
|
$5.72M
|
+$216K
|
+7,642
|
+4%
|
|
|
11
|
|
$5.01M
|
+$903K
|
+32,000
|
+22%
|
|
|
12
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$4.53M
|
+$72.3K
|
+2,564
|
+2%
|
|
|
13
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.42M
|
+$2.64M
|
+93,495
|
+151%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$4.33M
|
-$44.5K
|
-1,576
|
-1%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.98M
|
+$1.08M
|
+38,348
|
+38%
|
|
|
16
|
Millennium Management
New York
|
$3.16M
|
+$3.13M
|
+110,943
|
New
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$3.09M
|
-$42.3K
|
-1,500
|
-1%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.99M
|
-$23.9K
|
-846
|
-0.8%
|
|
|
19
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.98M
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.84M
|
-$291K
|
-10,327
|
-9%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$2.79M
|
-$39.5K
|
-1,399
|
-1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.78M
|
+$784K
|
+27,793
|
+40%
|
|
|
23
|
New York Life Investment Management
New York
|
$2.77M
|
-$404K
|
-14,319
|
-13%
|
|
|
24
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$2.15M
|
-$18.6K
|
-658
|
-0.9%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.14M
|
+$2.12M
|
+75,290
|
+198,132%
|
|
