|
1
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
-$2.75M
|
-59,209
|
-2%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$51.8M
|
-$2.1M
|
-45,294
|
-4%
|
|
|
3
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$9.64M
|
+$210K
|
+4,529
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.92M
|
+$1.91M
|
+41,067
|
+26%
|
|
|
5
|
|
$8.47M
|
+$1.12M
|
+24,165
|
+15%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$7.29M
|
+$7.54M
|
+162,400
|
New
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.95M
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.65M
|
-$1.75M
|
-37,600
|
-20%
|
|
|
9
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.92M
|
+$677K
|
+14,582
|
+15%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.83M
|
-$11.8M
|
-254,194
|
-80%
|
|
|
11
|
|
$2.5M
|
+$2.59M
|
+55,678
|
New
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.74M
|
+$17.4K
|
+374
|
+1%
|
|
|
13
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.62M
|
+$1.37M
|
+29,538
|
+450%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.27M
|
+$142K
|
+3,049
|
+12%
|
|
|
15
|
Gupta Wealth Management
San Diego,
California
|
$1.17M
|
+$1.21M
|
+25,952
|
New
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.05M
|
-$248K
|
-5,336
|
-19%
|
|
|
17
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$990K
|
–
|
–
|
–
|
|
|
18
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$963K
|
+$995K
|
+21,430
|
New
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$767K
|
-$34.6K
|
-745
|
-4%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$725K
|
+$85K
|
+1,831
|
+13%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$696K
|
-$58.9K
|
-1,268
|
-8%
|
|
|
22
|
Ironwood Financial
Tucson,
Arizona
|
$521K
|
-$304K
|
-6,550
|
-36%
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$489K
|
+$486K
|
+10,456
|
+2,495%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$450K
|
-$120K
|
-2,577
|
-20%
|
|
|
25
|
Wealthcare Capital Management
Richmond,
Virginia
|
$401K
|
+$191K
|
+4,119
|
+86%
|
|
