|
1
|
State Street
Boston,
Massachusetts
|
$72.9M
|
+$8.61M
|
+159,918
|
+13%
|
|
|
2
|
|
$56M
|
-$3.6M
|
-66,778
|
-6%
|
|
|
3
|
|
$39.9M
|
-$19.9M
|
-369,491
|
-33%
|
|
|
4
|
Panagora Asset Management
Boston,
Massachusetts
|
$26M
|
+$1.19M
|
+22,037
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$389K
|
-7,223
|
-3%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$10.6M
|
+$11M
|
+204,630
|
New
|
|
|
7
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$5.55M
|
+$5.75M
|
+106,788
|
New
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$4.04M
|
+$81.9K
|
+1,521
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4M
|
+$939K
|
+17,433
|
+29%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.31M
|
–
|
–
|
–
|
|
|
11
|
|
$2.63M
|
+$2.72M
|
+50,565
|
New
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.34M
|
+$2.42M
|
+44,942
|
New
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.05M
|
-$93.7K
|
-1,741
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.03M
|
+$383K
|
+7,116
|
+22%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$1.96M
|
-$121K
|
-2,250
|
-6%
|
|
|
16
|
Stellar Capital Management
Phoenix,
Arizona
|
$1.56M
|
+$1.61M
|
+29,926
|
New
|
|
|
17
|
Bluefin Capital Management
New York
|
$1.53M
|
+$1.59M
|
+29,498
|
New
|
|
|
18
|
|
$1.46M
|
+$32.3K
|
+599
|
+2%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$1.21M
|
-$239K
|
-4,438
|
-16%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.01M
|
+$1.04M
|
+19,360
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$985K
|
-$1.31M
|
-24,387
|
-56%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$971K
|
-$3.45K
|
-64
|
-0.3%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$857K
|
-$714K
|
-13,255
|
-45%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$854K
|
-$60.5K
|
-1,124
|
-6%
|
|
|
25
|
Cambria Investment Management
Manhattan Beach,
California
|
$820K
|
-$2.37K
|
-44
|
-0.3%
|
|
