|
1
|
Wells Fargo
San Francisco,
California
|
$39.1M
|
+$19.1M
|
+380,568
|
+95%
|
|
|
2
|
New York Life Investment Management
New York
|
$28.3M
|
-$4.67M
|
-93,308
|
-14%
|
|
|
3
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$25.7M
|
+$3.28M
|
+65,517
|
+15%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$24.7M
|
+$616K
|
+12,298
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$10.8M
|
+216,083
|
+290%
|
|
|
6
|
|
$11.6M
|
-$3.82M
|
-76,312
|
-25%
|
|
|
7
|
TD Capital Management
Memphis,
Tennessee
|
$8.64M
|
-$7.54M
|
-150,537
|
-47%
|
|
|
8
|
Coyle Financial Counsel
Glenview,
Illinois
|
$8.2M
|
-$91.9K
|
-1,835
|
-1%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$6.95M
|
+$6.95M
|
+138,756
|
New
|
|
|
10
|
Advisors Preferred
Rockville,
Maryland
|
$5.73M
|
+$3.98M
|
+79,582
|
+228%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$5.43M
|
–
|
–
|
–
|
|
|
12
|
Weatherstone Capital Management
Denver,
Colorado
|
$5.26M
|
+$5.26M
|
+105,102
|
New
|
|
|
13
|
Monroe Bank & Trust
Monroe,
Michigan
|
$5.01M
|
+$120K
|
+2,405
|
+2%
|
|
|
14
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$4.13M
|
-$379K
|
-7,561
|
-8%
|
|
|
15
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$4.11M
|
-$1.41M
|
-28,094
|
-26%
|
|
|
16
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.55M
|
-$85.4K
|
-1,705
|
-2%
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$2.49M
|
+$1.12M
|
+22,444
|
+82%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.37M
|
+$2.37M
|
+47,348
|
New
|
|
|
19
|
Main Management
San Francisco,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.18M
|
+$2.18M
|
+43,620
|
New
|
|
|
21
|
VSR Financial Services
Overland Park,
Kansas
|
$1.83M
|
+$3.31K
|
+66
|
+0.2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.58M
|
+$191K
|
+3,818
|
+14%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.46M
|
+$125K
|
+2,488
|
+9%
|
|
|
24
|
Peak Asset Management
Louisville,
Colorado
|
$1.34M
|
+$922K
|
+18,422
|
+219%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.24M
|
-$53.2K
|
-1,061
|
-4%
|
|
