|
1
|
|
$142M
|
+$17.7M
|
+654,565
|
+13%
|
|
|
2
|
|
$94.5M
|
-$33.7M
|
-1,247,861
|
-25%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$59.6M
|
-$3.02M
|
-111,966
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
+$16.4M
|
+606,151
|
+83%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
-$6.58M
|
-243,899
|
-18%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$26.6M
|
+$721K
|
+26,711
|
+3%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.8M
|
-$2.13M
|
-78,787
|
-7%
|
|
|
8
|
Glenview Trust
Louisville,
Kentucky
|
$22.1M
|
-$5.83M
|
-215,956
|
-20%
|
|
|
9
|
|
$21.7M
|
+$5.93M
|
+219,820
|
+35%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$21.6M
|
+$23M
|
+852,891
|
New
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$19.1M
|
–
|
–
|
–
|
|
|
12
|
SigFig Wealth Management
San Francisco,
California
|
$17.1M
|
+$2.23M
|
+82,805
|
+14%
|
|
|
13
|
Boston Financial Management
Boston,
Massachusetts
|
$15.5M
|
-$18.7M
|
-694,483
|
-53%
|
|
|
14
|
Capital One Investing
Mclean,
Virginia
|
$13.7M
|
+$14.6M
|
+540,538
|
New
|
|
|
15
|
Maxim Capital Management
San Francisco,
California
|
$13.1M
|
+$13.9M
|
+515,413
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$3.73M
|
-138,279
|
-23%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$3.01M
|
+111,517
|
+39%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.78M
|
+$1.99M
|
+73,774
|
+24%
|
|
|
19
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$9.76M
|
+$9.26M
|
+343,068
|
+819%
|
|
|
20
|
Stringer Asset Management
Memphis,
Tennessee
|
$9.54M
|
-$1.39M
|
-51,325
|
-12%
|
|
|
21
|
American National Bank & Trust
Wichita Falls,
Texas
|
$9.42M
|
+$10M
|
+371,493
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.87M
|
+$1.11M
|
+41,244
|
+13%
|
|
|
23
|
Appleton Partners
Boston,
Massachusetts
|
$8.27M
|
+$281K
|
+10,410
|
+3%
|
|
|
24
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$8.21M
|
-$5.13M
|
-190,152
|
-37%
|
|
|
25
|
Flinton Capital Management
Philadelphia,
Pennsylvania
|
$7.6M
|
–
|
–
|
–
|
|
