|
1
|
Bank of America
Charlotte,
North Carolina
|
$78M
|
-$9.72M
|
-223,086
|
-11%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$62.2M
|
+$11.3M
|
+258,700
|
+21%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$40.1M
|
+$304K
|
+6,978
|
+0.7%
|
|
|
4
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$8.63M
|
+$287K
|
+6,583
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.29M
|
-$2.84M
|
-65,152
|
-27%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.13M
|
+$3.03M
|
+69,595
|
+69%
|
|
|
7
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.64M
|
+$47.3K
|
+1,086
|
+1%
|
|
|
8
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.13M
|
-$158K
|
-3,636
|
-7%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.04M
|
+$1.93M
|
+44,245
|
+1,004%
|
|
|
10
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.79M
|
+$422K
|
+9,675
|
+29%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.65M
|
+$23.1K
|
+529
|
+1%
|
|
|
12
|
Carnick & Kubik
Colorado Springs,
Colorado
|
$1.13M
|
+$1.18M
|
+27,000
|
New
|
|
|
13
|
|
$1.01M
|
-$1.14M
|
-26,198
|
-52%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1M
|
-$744K
|
-17,067
|
-42%
|
|
|
15
|
Gupta Wealth Management
San Diego,
California
|
$986K
|
-$189K
|
-4,327
|
-16%
|
|
|
16
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$922K
|
–
|
–
|
–
|
|
|
17
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$896K
|
–
|
–
|
–
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$819K
|
-$338K
|
-7,766
|
-28%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$689K
|
+$718K
|
+16,467
|
New
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$675K
|
–
|
–
|
–
|
|
|
21
|
|
$654K
|
+$682K
|
+15,645
|
New
|
|
|
22
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$562K
|
+$26.1K
|
+600
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$560K
|
-$30.4K
|
-698
|
-5%
|
|
|
24
|
Virtu KCG Holdings
New York
|
$476K
|
+$210K
|
+4,827
|
+74%
|
|
|
25
|
Ironwood Financial
Tucson,
Arizona
|
$416K
|
-$22.7K
|
-522
|
-5%
|
|
