|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.7M
|
+$4.36M
|
+187,331
|
+9%
|
|
|
2
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$45.1M
|
-$4.49M
|
-193,072
|
-9%
|
|
|
3
|
Park Avenue Securities
New York
|
$38M
|
+$38M
|
+1,633,319
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.7M
|
+$648K
|
+27,849
|
+2%
|
|
|
5
|
SFMG Wealth Advisors
Plano,
Texas
|
$34.5M
|
+$3.11M
|
+133,603
|
+10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$1.86M
|
+79,980
|
+12%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$13.5M
|
-$628K
|
-26,986
|
-4%
|
|
|
8
|
|
$13.3M
|
+$6.96M
|
+299,162
|
+109%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.4M
|
-$2.33M
|
-100,000
|
-22%
|
|
|
10
|
Glovista Investments
Jersey City,
New Jersey
|
$4.77M
|
+$4.77M
|
+205,022
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.19M
|
+$392K
|
+16,833
|
+14%
|
|
|
12
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$3.02M
|
-$3.46M
|
-148,650
|
-53%
|
|
|
13
|
Montag & Associates
Atlanta,
Georgia
|
$2.15M
|
+$8.15K
|
+350
|
+0.4%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.88M
|
-$455K
|
-19,532
|
-20%
|
|
|
15
|
|
$1.44M
|
+$1.44M
|
+61,656
|
New
|
|
|
16
|
New England Securities
New York
|
$1.3M
|
+$215K
|
+9,235
|
+20%
|
|
|
17
|
Atherton Lane Advisers
Menlo Park,
California
|
$998K
|
-$3.73K
|
-160
|
-0.4%
|
|
|
18
|
Concert Wealth Management
San Jose,
California
|
$843K
|
+$111K
|
+4,738
|
+15%
|
|
|
19
|
|
$780K
|
+$780K
|
+33,487
|
New
|
|
|
20
|
J.W. Burns & Co
Dewitt,
New York
|
$684K
|
+$78K
|
+3,350
|
+13%
|
|
|
21
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$535K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$445K
|
+$177K
|
+7,590
|
+66%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$425K
|
–
|
–
|
–
|
|
|
24
|
SG Americas Securities
New York
|
$422K
|
+$70.4K
|
+3,019
|
+20%
|
|
|
25
|
First American Trust
Santa Ana,
California
|
$415K
|
+$75.1K
|
+3,228
|
+22%
|
|
