|
1
|
Wells Fargo
San Francisco,
California
|
$25.9M
|
+$2M
|
+69,261
|
+9%
|
|
|
2
|
|
$19.6M
|
-$8.37M
|
-290,286
|
-30%
|
|
|
3
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$12.1M
|
+$169K
|
+5,879
|
+1%
|
|
|
4
|
Albion Financial Group
Salt Lake City,
Utah
|
$11.8M
|
+$3.43K
|
+119
|
+0%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
-$4.01M
|
-139,063
|
-27%
|
|
|
6
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$7.51M
|
+$193K
|
+6,699
|
+3%
|
|
|
7
|
|
$7.25M
|
+$185K
|
+6,417
|
+3%
|
|
|
8
|
Personal Financial Consultants
Lafayette,
California
|
$6.6M
|
+$269K
|
+9,333
|
+4%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.54M
|
+$2.34M
|
+81,282
|
+58%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6M
|
-$251K
|
-8,700
|
-4%
|
|
|
11
|
Oppenheimer Asset Management
New York
|
$5.98M
|
+$24.6K
|
+855
|
+0.4%
|
|
|
12
|
|
$5.21M
|
–
|
–
|
–
|
|
|
13
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$4.59M
|
-$124K
|
-4,305
|
-3%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$4.48M
|
-$23.6K
|
-820
|
-0.5%
|
|
|
15
|
Millennium Management
New York
|
$3.73M
|
+$436K
|
+15,142
|
+14%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$3.21M
|
–
|
–
|
–
|
|
|
17
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.1M
|
-$5.51K
|
-191
|
-0.2%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.03M
|
-$82.5K
|
-2,862
|
-3%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$2.92M
|
+$21.6K
|
+750
|
+0.8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.72M
|
-$228K
|
-7,912
|
-8%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
-$196K
|
-6,811
|
-7%
|
|
|
22
|
|
$2.54M
|
+$1.52M
|
+52,660
|
+160%
|
|
|
23
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.39M
|
+$2.08M
|
+72,076
|
+824%
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.35M
|
-$2.2M
|
-76,230
|
-49%
|
|
|
25
|
Symmetry Partners
Glastonbury,
Connecticut
|
$2.33M
|
+$233K
|
+8,068
|
+11%
|
|
