|
1
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$40.6M
|
-$1.15M
|
-61,343
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.3M
|
+$3.4M
|
+181,095
|
+14%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$24.4M
|
+$923K
|
+49,221
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
+$2.8M
|
+149,104
|
+17%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$11.5M
|
+$456K
|
+24,332
|
+4%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.84M
|
-$816K
|
-43,500
|
-9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.61M
|
-$251K
|
-13,398
|
-5%
|
|
|
8
|
Montag & Associates
Atlanta,
Georgia
|
$2.7M
|
-$43.2K
|
-2,300
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.03M
|
+$572K
|
+30,054
|
+39%
|
|
|
10
|
|
$1.8M
|
+$777K
|
+41,413
|
+76%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.73M
|
+$1.73M
|
+92,253
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$892K
|
+$871K
|
+46,416
|
+4,220%
|
|
|
13
|
Concert Wealth Management
San Jose,
California
|
$599K
|
-$3.76K
|
-200
|
-0.6%
|
|
|
14
|
DRW Securities
Chicago,
Illinois
|
$463K
|
+$463K
|
+23,611
|
New
|
|
|
15
|
J.W. Burns & Co
Dewitt,
New York
|
$336K
|
+$22.2K
|
+1,185
|
+7%
|
|
|
16
|
1st Global Advisors
Dallas,
Texas
|
$268K
|
–
|
–
|
–
|
|
|
17
|
New England Securities
New York
|
$224K
|
+$224K
|
+11,915
|
New
|
|
|
18
|
Timber Hill
Greenwich,
Connecticut
|
$201K
|
–
|
–
|
–
|
|
|
19
|
|
$187K
|
-$305K
|
-16,235
|
-62%
|
|
|
20
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$150K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$137K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$128K
|
–
|
–
|
–
|
|
|
23
|
BlackRock Institutional Trust
San Francisco,
California
|
$15K
|
+$15K
|
+800
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$14K
|
+$1.98K
|
+108
|
+16%
|
|
|
25
|
American International Group
New York
|
$11.4K
|
+$11.4K
|
+608
|
New
|
|
