|
1
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.75M
|
+$795K
|
+29,589
|
+16%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.01M
|
-$113K
|
-4,212
|
-3%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$3.72M
|
+$267K
|
+9,928
|
+7%
|
|
|
4
|
Windsor Capital Management
Phoenix,
Arizona
|
$3.1M
|
-$69.4K
|
-2,581
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.22M
|
-$9.06K
|
-337
|
-0.4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.95M
|
-$609K
|
-22,665
|
-23%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.92M
|
+$39.7K
|
+1,478
|
+2%
|
|
|
8
|
|
$1.55M
|
-$5.42M
|
-201,629
|
-77%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46M
|
+$71.1K
|
+2,647
|
+5%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$1.31M
|
–
|
–
|
–
|
|
|
11
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.22M
|
-$128K
|
-4,781
|
-9%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.11M
|
+$26.4K
|
+982
|
+2%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$998K
|
-$839K
|
-31,231
|
-45%
|
|
|
14
|
|
$912K
|
-$53.9K
|
-2,006
|
-5%
|
|
|
15
|
Kalos Management
Alpharetta,
Georgia
|
$795K
|
-$87.5K
|
-3,255
|
-10%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$743K
|
+$57.5K
|
+2,139
|
+8%
|
|
|
17
|
|
$720K
|
+$740K
|
+27,553
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$694K
|
-$80.4K
|
-2,992
|
-10%
|
|
|
19
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$529K
|
+$2.28K
|
+85
|
+0.4%
|
|
|
20
|
Neuburgh Advisers
Los Angeles,
California
|
$474K
|
-$504K
|
-18,750
|
-51%
|
|
|
21
|
Hollencrest Capital Management
Newport Beach,
California
|
$453K
|
–
|
–
|
–
|
|
|
22
|
LifePlan Financial Group
Dayton,
Ohio
|
$425K
|
-$106K
|
-3,928
|
-19%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$399K
|
–
|
–
|
–
|
|
|
24
|
Flinton Capital Management
Philadelphia,
Pennsylvania
|
$390K
|
-$1.13M
|
-42,060
|
-74%
|
|
|
25
|
Crabel Capital Management
Los Angeles,
California
|
$383K
|
-$76.8K
|
-2,859
|
-16%
|
|
