|
1
|
|
$70.5M
|
-$806K
|
-16,404
|
-1%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$62.5M
|
-$2.75M
|
-55,940
|
-4%
|
|
|
3
|
|
$57.7M
|
+$15.9M
|
+322,878
|
+39%
|
|
|
4
|
|
$39.3M
|
+$3.06M
|
+62,359
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
+$63.9K
|
+1,301
|
+0.4%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$15.1M
|
+$4.91M
|
+100,000
|
+50%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$14.6M
|
+$940K
|
+19,127
|
+7%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$14.4M
|
+$1.16M
|
+23,576
|
+9%
|
|
|
9
|
|
$9.21M
|
+$34.5K
|
+703
|
+0.4%
|
|
|
10
|
|
$4M
|
+$83.4K
|
+1,697
|
+2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.17M
|
+$657K
|
+13,384
|
+27%
|
|
|
12
|
Long Wharf Investors
Boston,
Massachusetts
|
$3.03M
|
+$2.06M
|
+41,868
|
+228%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.81M
|
-$393K
|
-8,008
|
-13%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.08M
|
+$118K
|
+2,404
|
+6%
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$2.07M
|
-$2.64M
|
-53,684
|
-57%
|
|
|
16
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.97M
|
+$1.92M
|
+39,108
|
New
|
|
|
17
|
|
$1.9M
|
-$10.6M
|
-215,221
|
-85%
|
|
|
18
|
Kanawha Capital Management
Richmond,
Virginia
|
$1.87M
|
+$58K
|
+1,180
|
+3%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.65M
|
+$82.3K
|
+1,675
|
+5%
|
|
|
21
|
|
$1.47M
|
+$553K
|
+11,260
|
+63%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$820K
|
+$75K
|
+1,527
|
+10%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$563K
|
-$761K
|
-15,488
|
-58%
|
|
|
24
|
|
$554K
|
+$540K
|
+10,996
|
New
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$476K
|
+$465K
|
+9,457
|
New
|
|
