|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.6M
|
+$8.07M
|
+365,701
|
+18%
|
|
|
2
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$49.8M
|
+$1.3M
|
+58,944
|
+3%
|
|
|
3
|
Park Avenue Securities
New York
|
$35.5M
|
+$357K
|
+16,199
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$35M
|
+$605K
|
+27,437
|
+2%
|
|
|
5
|
SFMG Wealth Advisors
Plano,
Texas
|
$34.8M
|
-$79K
|
-3,579
|
-0.2%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
$14.6M
|
+$893K
|
+40,488
|
+7%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.96M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.23M
|
+$156K
|
+7,059
|
+2%
|
|
|
9
|
|
$6.23M
|
+$1.15M
|
+52,333
|
+23%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$3.11M
|
+$923K
|
+41,785
|
+42%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.91M
|
-$966K
|
-42,522
|
-25%
|
|
|
12
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.16M
|
+$2.16M
|
+97,964
|
New
|
|
|
13
|
Montag & Associates
Atlanta,
Georgia
|
$2.09M
|
+$67.5K
|
+3,058
|
+3%
|
|
|
14
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$1.93M
|
–
|
–
|
–
|
|
|
15
|
|
$1.57M
|
+$1.57M
|
+71,295
|
New
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.53M
|
+$32K
|
+1,453
|
+2%
|
|
|
17
|
|
$1.36M
|
-$63.2K
|
-2,863
|
-4%
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.3M
|
-$274K
|
-12,414
|
-17%
|
|
|
19
|
Atherton Lane Advisers
Menlo Park,
California
|
$929K
|
-$9.6K
|
-435
|
-1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$802K
|
+$98.6K
|
+4,474
|
+14%
|
|
|
21
|
Concert Wealth Management
San Jose,
California
|
$788K
|
-$728
|
-33
|
-0.1%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$741K
|
+$741K
|
+33,570
|
New
|
|
|
23
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$730K
|
+$222K
|
+10,080
|
+44%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$660K
|
-$941K
|
-42,666
|
-59%
|
|
|
25
|
J.W. Burns & Co
Dewitt,
New York
|
$587K
|
-$56.8K
|
-2,575
|
-9%
|
|
