|
1
|
|
$42.3M
|
+$14.4M
|
+186,983
|
+52%
|
|
|
2
|
|
$13.6M
|
+$2.35M
|
+30,602
|
+21%
|
|
|
3
|
Coastline Trust
Providence,
Rhode Island
|
$8.89M
|
+$1.28M
|
+16,685
|
+17%
|
|
|
4
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8.51M
|
+$653K
|
+8,503
|
+8%
|
|
|
5
|
First Mercantile Trust
Cordova,
Tennessee
|
$4.21M
|
-$897K
|
-11,681
|
-18%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.11M
|
-$103K
|
-1,340
|
-2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.86M
|
+$2.82M
|
+36,730
|
New
|
|
|
8
|
Windhaven Investment Management
Boston,
Massachusetts
|
$2.36M
|
+$146K
|
+1,908
|
+7%
|
|
|
9
|
American International Group
New York
|
$2.07M
|
-$1.61K
|
-21
|
-0.1%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$2.01M
|
-$1.62M
|
-21,066
|
-45%
|
|
|
11
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.97M
|
+$398K
|
+5,187
|
+26%
|
|
|
12
|
Garde Capital
Seattle,
Washington
|
$1.82M
|
+$115K
|
+1,501
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.71M
|
+$1.09M
|
+14,167
|
+181%
|
|
|
14
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.42M
|
-$1.37M
|
-17,885
|
-50%
|
|
|
15
|
|
$1.28M
|
-$5.96M
|
-77,583
|
-82%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$1.17M
|
+$576K
|
+7,500
|
+100%
|
|
|
17
|
Efficient Market Advisors
San Diego,
California
|
$834K
|
-$9.6K
|
-125
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$800K
|
-$552K
|
-7,194
|
-41%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$600K
|
-$1.45M
|
-18,919
|
-71%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$475K
|
+$469K
|
+6,108
|
New
|
|
|
21
|
Virtu KCG Holdings
New York
|
$418K
|
-$47.3K
|
-616
|
-10%
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$408K
|
+$20.2K
|
+263
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$389K
|
-$297K
|
-3,864
|
-44%
|
|
|
24
|
Twele Capital Management
Minnetonka,
Minnesota
|
$322K
|
–
|
–
|
–
|
|
|
25
|
VSR Financial Services
Overland Park,
Kansas
|
$284K
|
–
|
–
|
–
|
|
