|
1
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
-$803K
|
-27,318
|
-5%
|
|
|
2
|
|
$9.5M
|
-$3.01M
|
-102,545
|
-24%
|
|
|
3
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$7.53M
|
+$228K
|
+7,751
|
+3%
|
|
|
4
|
|
$7.35M
|
-$1.18K
|
-40
|
-0%
|
|
|
5
|
|
$7.21M
|
-$344K
|
-11,703
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.19M
|
+$297K
|
+10,117
|
+5%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.76M
|
+$3.66M
|
+124,726
|
+177%
|
|
|
8
|
|
$5.66M
|
–
|
–
|
–
|
|
|
9
|
Oppenheimer Asset Management
New York
|
$5.14M
|
+$117K
|
+3,970
|
+2%
|
|
|
10
|
Advisory Services & Investments
Bend,
Oregon
|
$4.73M
|
+$4.71M
|
+160,345
|
New
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.62M
|
+$165K
|
+5,613
|
+4%
|
|
|
12
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$3.68M
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.37M
|
-$172K
|
-5,856
|
-5%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.31M
|
+$127K
|
+4,322
|
+4%
|
|
|
15
|
LVZ Inc
Holland,
Michigan
|
$3.26M
|
+$346K
|
+11,759
|
+12%
|
|
|
16
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.26M
|
+$283K
|
+9,634
|
+10%
|
|
|
17
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.09M
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.03M
|
+$283K
|
+9,629
|
+10%
|
|
|
19
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.84M
|
+$343K
|
+11,675
|
+14%
|
|
|
20
|
|
$2.81M
|
+$283K
|
+9,643
|
+11%
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.62M
|
+$49.6K
|
+1,688
|
+2%
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$2.57M
|
+$252K
|
+8,579
|
+11%
|
|
|
23
|
6 Meridian
Wichita,
Kansas
|
$1.95M
|
+$392K
|
+13,348
|
+25%
|
|
|
24
|
Acima Private Wealth
Richmond,
Virginia
|
$1.95M
|
+$150K
|
+5,105
|
+8%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.94M
|
+$286K
|
+9,731
|
+17%
|
|
