|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.1M
|
+$15M
|
+647,672
|
+27%
|
|
|
2
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$53.4M
|
+$1.23M
|
+53,270
|
+2%
|
|
|
3
|
Park Avenue Securities
New York
|
$38.2M
|
+$986K
|
+42,641
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.8M
|
+$1.12M
|
+48,632
|
+3%
|
|
|
5
|
SFMG Wealth Advisors
Plano,
Texas
|
$35.2M
|
-$1.28M
|
-55,220
|
-4%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
$15.8M
|
+$515K
|
+22,287
|
+3%
|
|
|
7
|
|
$11.4M
|
+$4.88M
|
+211,014
|
+75%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.98M
|
+$1.4M
|
+60,730
|
+19%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.76M
|
+$4.82M
|
+209,672
|
+164%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$7.6M
|
+$7.6M
|
+328,648
|
New
|
|
|
11
|
Well Done LLC
Holland,
Michigan
|
$4.76M
|
+$4.76M
|
+205,659
|
New
|
|
|
12
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$4.31M
|
+$2.29M
|
+98,924
|
+113%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$4.31M
|
+$1.06M
|
+45,860
|
+33%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.11M
|
+$3.81M
|
+164,636
|
+1,256%
|
|
|
15
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$3.6M
|
+$3.6M
|
+155,696
|
New
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.95M
|
+$1.35M
|
+58,308
|
+84%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.29M
|
+$1.51M
|
+65,417
|
+195%
|
|
|
18
|
Montag & Associates
Atlanta,
Georgia
|
$2.13M
|
-$60.6K
|
-2,620
|
-3%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.08M
|
-$185K
|
-7,982
|
-8%
|
|
|
20
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.89M
|
+$1.89M
|
+81,589
|
New
|
|
|
21
|
|
$1.44M
|
+$15.2K
|
+659
|
+1%
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.16M
|
+$1.16M
|
+50,221
|
New
|
|
|
23
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.15M
|
+$1.15M
|
+49,801
|
New
|
|
|
24
|
Atherton Lane Advisers
Menlo Park,
California
|
$952K
|
-$22.2K
|
-960
|
-2%
|
|
|
25
|
Parametric Portfolio Associates
Seattle,
Washington
|
$942K
|
-$425K
|
-18,367
|
-31%
|
|
