|
1
|
Wells Fargo
San Francisco,
California
|
$62.6M
|
-$7.72M
|
-148,510
|
-11%
|
|
|
2
|
|
$45.3M
|
-$2.1M
|
-40,352
|
-4%
|
|
|
3
|
QS Legg Mason Global Asset Allocation
New York
|
$13.2M
|
+$1.44M
|
+27,632
|
+12%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$12.2M
|
+$3.5M
|
+67,370
|
+41%
|
|
|
5
|
|
$11.7M
|
-$7.54M
|
-145,102
|
-39%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11.6M
|
+$9.71M
|
+186,922
|
+559%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
+$482K
|
+9,276
|
+5%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$10.4M
|
+$213K
|
+4,106
|
+2%
|
|
|
9
|
|
$10.3M
|
+$31.4K
|
+604
|
+0.3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.54M
|
+$6.6M
|
+127,072
|
+235%
|
|
|
11
|
FDx Advisors
Chicago,
Illinois
|
$8.8M
|
+$707K
|
+13,598
|
+9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.85M
|
+$357K
|
+6,862
|
+5%
|
|
|
13
|
BlackRock Investment Management
Wilmington,
Delaware
|
$7.58M
|
+$1.53M
|
+29,364
|
+26%
|
|
|
14
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$7.57M
|
-$36.1K
|
-694
|
-0.5%
|
|
|
15
|
Garde Capital
Seattle,
Washington
|
$7.15M
|
+$7.06M
|
+135,914
|
New
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.4M
|
-$1.84M
|
-35,452
|
-23%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$6.03M
|
+$1.51M
|
+29,092
|
+34%
|
|
|
18
|
Leuthold Group
Minneapolis,
Minnesota
|
$5.19M
|
-$18.7K
|
-360
|
-0.4%
|
|
|
19
|
Placemark Investments
Chicago,
Illinois
|
$5.16M
|
+$3.62M
|
+69,748
|
+246%
|
|
|
20
|
Bluefin Capital Management
New York
|
$5.1M
|
+$4.69M
|
+90,166
|
+1,231%
|
|
|
21
|
|
$4.61M
|
+$4.55M
|
+87,608
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.24M
|
-$343K
|
-6,608
|
-8%
|
|
|
23
|
Personal Capital Advisors
Redwood City,
California
|
$4.23M
|
+$944K
|
+18,168
|
+29%
|
|
|
24
|
|
$4.11M
|
+$254K
|
+4,890
|
+7%
|
|
|
25
|
Kingfisher Capital
Charlotte,
North Carolina
|
$4.06M
|
+$103K
|
+1,976
|
+3%
|
|
