|
1
|
Wells Fargo
San Francisco,
California
|
$17M
|
-$2.13M
|
-77,970
|
-12%
|
|
|
2
|
|
$12M
|
+$5.71M
|
+209,053
|
+97%
|
|
|
3
|
|
$7.26M
|
-$1.91M
|
-69,836
|
-21%
|
|
|
4
|
|
$7.07M
|
+$44.9K
|
+1,643
|
+0.7%
|
|
|
5
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$7.02M
|
+$163K
|
+5,981
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.67M
|
-$55.9K
|
-2,047
|
-1%
|
|
|
7
|
|
$5.44M
|
–
|
–
|
–
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$4.83M
|
-$243K
|
-8,884
|
-5%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.56M
|
+$1.81M
|
+66,177
|
+70%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.28M
|
+$2.23M
|
+81,465
|
+117%
|
|
|
11
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$3.54M
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.41M
|
-$274K
|
-10,028
|
-8%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.06M
|
-$429K
|
-15,687
|
-13%
|
|
|
14
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.97M
|
+$19K
|
+694
|
+0.7%
|
|
|
15
|
Symmetry Partners
Glastonbury,
Connecticut
|
$2.86M
|
+$151K
|
+5,526
|
+6%
|
|
|
16
|
LVZ Inc
Holland,
Michigan
|
$2.8M
|
+$28.7K
|
+1,049
|
+1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.64M
|
-$629K
|
-23,013
|
-20%
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.47M
|
+$68.3K
|
+2,500
|
+3%
|
|
|
19
|
Man Group
London,
United Kingdom
|
$2.45M
|
+$1.78M
|
+65,259
|
+310%
|
|
|
20
|
|
$2.43M
|
+$1.28M
|
+46,831
|
+121%
|
|
|
21
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.4M
|
+$93.7K
|
+3,429
|
+4%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$2.37M
|
+$110K
|
+4,012
|
+5%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$2.23M
|
+$572K
|
+20,943
|
+36%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2M
|
-$478K
|
-17,476
|
-20%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.91M
|
-$107K
|
-3,899
|
-5%
|
|
