|
1
|
Richard Bernstein Advisors
New York
|
$20.1M
|
+$10.3M
|
+371,810
|
+109%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$3.64M
|
+130,780
|
+27%
|
|
|
3
|
|
$15.6M
|
+$3.83M
|
+137,680
|
+33%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$8.82M
|
+$781K
|
+28,070
|
+10%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.04M
|
+$425K
|
+15,292
|
+8%
|
|
|
6
|
Strategic Capital Group
Gig Harbor,
Washington
|
$5.83M
|
+$516K
|
+18,544
|
+10%
|
|
|
7
|
BlackRock Advisors
Wilmington,
Delaware
|
$5.63M
|
+$5.56M
|
+200,000
|
New
|
|
|
8
|
Mackay Shields LLC
New York
|
$4.95M
|
+$3.89M
|
+140,000
|
+389%
|
|
|
9
|
|
$3.39M
|
-$333K
|
-11,958
|
-9%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$3.3M
|
+$840K
|
+30,214
|
+35%
|
|
|
11
|
Private Ocean
San Rafael,
California
|
$3.3M
|
-$63.7K
|
-2,290
|
-2%
|
|
|
12
|
|
$2.98M
|
+$2.94M
|
+105,842
|
New
|
|
|
13
|
Horizon Investments
Charlotte,
North Carolina
|
$2.76M
|
+$376K
|
+13,508
|
+16%
|
|
|
14
|
Bouchey Financial Group
Troy,
New York
|
$2.32M
|
+$388K
|
+13,942
|
+20%
|
|
|
15
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.94M
|
+$12.2K
|
+440
|
+0.6%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.05M
|
-$119K
|
-4,286
|
-10%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$972K
|
+$961K
|
+34,536
|
New
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$915K
|
-$98.1K
|
-3,526
|
-10%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$856K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$716K
|
+$4.56K
|
+164
|
+0.6%
|
|
|
21
|
Avalon Capital Management
Port Of Redwood City,
California
|
$700K
|
-$108K
|
-3,870
|
-13%
|
|
|
22
|
City National Bank
Beverly Hills,
Delaware
|
$476K
|
–
|
–
|
–
|
|
|
23
|
Coldstream Capital Management
Bellevue,
Washington
|
$466K
|
-$79.4K
|
-2,856
|
-15%
|
|
|
24
|
VSR Financial Services
Overland Park,
Kansas
|
$436K
|
+$431K
|
+15,494
|
New
|
|
|
25
|
Placemark Investments
Chicago,
Illinois
|
$414K
|
+$169K
|
+6,086
|
+71%
|
|
