|
1
|
|
$127M
|
+$5.45M
|
+281,766
|
+4%
|
|
|
2
|
|
$18.8M
|
+$124K
|
+6,386
|
+0.6%
|
|
|
3
|
Aft Forsyth & Sober
Valrico,
Florida
|
$14M
|
–
|
–
|
–
|
|
|
4
|
Twele Capital Management
Minnetonka,
Minnesota
|
$9.29M
|
+$617K
|
+31,852
|
+7%
|
|
|
5
|
Curian Capital
Denver,
Colorado
|
$9.17M
|
+$237K
|
+12,226
|
+3%
|
|
|
6
|
|
$8.62M
|
-$1.59M
|
-82,008
|
-15%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.05M
|
-$857K
|
-44,262
|
-9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.98M
|
+$5.68M
|
+293,473
|
+1,442%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.91M
|
-$2.87M
|
-148,130
|
-32%
|
|
|
10
|
|
$5.9M
|
-$1.55M
|
-80,192
|
-21%
|
|
|
11
|
Suntrust Banks
Atlanta,
Georgia
|
$5.26M
|
-$312K
|
-16,107
|
-6%
|
|
|
12
|
Allianz Asset Management
Munich,
Germany
|
$5.07M
|
-$1.24M
|
-64,300
|
-20%
|
|
|
13
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.67M
|
-$1.97K
|
-102
|
-0%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$4.53M
|
-$70K
|
-3,615
|
-1%
|
|
|
15
|
Horizon Investments
Charlotte,
North Carolina
|
$3.21M
|
+$854K
|
+44,141
|
+35%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.13M
|
+$62.1K
|
+3,210
|
+2%
|
|
|
17
|
|
$2.98M
|
-$465K
|
-24,025
|
-13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.33M
|
-$3.7M
|
-191,032
|
-61%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.28M
|
-$456K
|
-23,573
|
-16%
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$2.05M
|
–
|
–
|
–
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.02M
|
+$195K
|
+10,070
|
+11%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.85M
|
+$154K
|
+7,945
|
+9%
|
|
|
23
|
Bluefin Capital Management
New York
|
$1.33M
|
-$445K
|
-22,973
|
-25%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
+$4.01K
|
+207
|
+0.3%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$900K
|
+$453K
|
+23,383
|
+98%
|
|
