|
1
|
Wells Fargo
San Francisco,
California
|
$24M
|
-$537K
|
-18,423
|
-2%
|
|
|
2
|
|
$17.1M
|
-$1.61M
|
-55,188
|
-8%
|
|
|
3
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.3M
|
-$183K
|
-6,267
|
-2%
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$10.5M
|
+$10.9M
|
+375,000
|
New
|
|
|
5
|
|
$8.96M
|
+$9.27M
|
+318,287
|
New
|
|
|
6
|
Paloma Partners
Greenwich,
Connecticut
|
$8.48M
|
+$8.78M
|
+301,437
|
New
|
|
|
7
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$7.04M
|
-$101K
|
-3,458
|
-1%
|
|
|
8
|
|
$6.75M
|
-$140K
|
-4,811
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.21M
|
-$4.41M
|
-151,191
|
-41%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.97M
|
+$278K
|
+9,531
|
+5%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$5.82M
|
+$6.03M
|
+206,976
|
New
|
|
|
12
|
Oppenheimer Asset Management
New York
|
$5.65M
|
-$36.4K
|
-1,248
|
-0.6%
|
|
|
13
|
|
$4.95M
|
–
|
–
|
–
|
|
|
14
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$4.64M
|
+$285K
|
+9,766
|
+6%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.56M
|
+$710K
|
+24,367
|
+24%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.25M
|
+$718K
|
+24,633
|
+27%
|
|
|
17
|
Millennium Management
New York
|
$3.15M
|
-$409K
|
-14,052
|
-11%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.13M
|
+$3.24M
|
+111,090
|
New
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$3.05M
|
–
|
–
|
–
|
|
|
20
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.84M
|
-$103K
|
-3,536
|
-3%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$2.76M
|
-$14.1K
|
-483
|
-0.5%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.51M
|
+$293K
|
+10,055
|
+13%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.45M
|
-$141K
|
-4,856
|
-5%
|
|
|
24
|
Symmetry Partners
Glastonbury,
Connecticut
|
$2.32M
|
+$109K
|
+3,744
|
+5%
|
|
|
25
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.12M
|
+$78.7K
|
+2,700
|
+4%
|
|
