|
1
|
|
$103M
|
-$19.9M
|
-326,430
|
-16%
|
|
|
2
|
|
$22.5M
|
+$13.8M
|
+226,835
|
+160%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$7.95M
|
+$133K
|
+2,184
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.74M
|
+$3.43M
|
+56,428
|
+80%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$6.65M
|
+$679K
|
+11,153
|
+11%
|
|
|
6
|
|
$6.32M
|
+$1.16M
|
+19,067
|
+23%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.86M
|
-$563K
|
-9,255
|
-9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$4.79M
|
-$33K
|
-542
|
-0.7%
|
|
|
9
|
|
$4.09M
|
-$3.46M
|
-56,836
|
-46%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.87M
|
-$186K
|
-3,057
|
-5%
|
|
|
11
|
Fortis Advisors
Wayne,
Pennsylvania
|
$3.44M
|
+$951K
|
+15,627
|
+23%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.33M
|
+$161K
|
+2,650
|
+5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.3M
|
-$464K
|
-7,622
|
-12%
|
|
|
14
|
Slow Capital
Greenbrae,
California
|
$2.88M
|
+$1.08M
|
+17,686
|
+60%
|
|
|
15
|
Fisher Asset Management
Camas,
Washington
|
$2.86M
|
-$114K
|
-1,873
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.6M
|
-$575K
|
-9,444
|
-18%
|
|
|
17
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$2.22M
|
+$733K
|
+12,050
|
+50%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.15M
|
-$27.4K
|
-450
|
-1%
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.14M
|
+$2.13M
|
+34,984
|
New
|
|
|
20
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.53M
|
–
|
–
|
–
|
|
|
21
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.41M
|
–
|
–
|
–
|
|
|
22
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.32M
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.31M
|
-$887K
|
-14,578
|
-40%
|
|
|
24
|
Financial & Tax Architects
St Louis,
Missouri
|
$1.15M
|
-$75.6K
|
-1,242
|
-6%
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.09M
|
-$11.9K
|
-195
|
-1%
|
|
