|
1
|
|
$60.2M
|
+$1.17M
|
+21,742
|
+2%
|
|
|
2
|
|
$43.7M
|
+$1.59M
|
+29,691
|
+4%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$36.4M
|
-$39.5M
|
-736,839
|
-53%
|
|
|
4
|
Panagora Asset Management
Boston,
Massachusetts
|
$29.9M
|
+$2.49M
|
+46,461
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$3.6M
|
+67,177
|
+27%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$10.7M
|
-$515K
|
-9,600
|
-5%
|
|
|
7
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$6.46M
|
+$594K
|
+11,082
|
+10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.47M
|
+$257K
|
+4,790
|
+6%
|
|
|
9
|
|
$4.12M
|
+$1.32M
|
+24,650
|
+49%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$4.05M
|
-$196K
|
-3,654
|
-5%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.49M
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.82M
|
+$377K
|
+7,023
|
+16%
|
|
|
13
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.24M
|
+$2.19M
|
+40,794
|
New
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.02M
|
-$139K
|
-2,587
|
-7%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.98M
|
-$154K
|
-2,862
|
-7%
|
|
|
16
|
|
$1.85M
|
+$1.81M
|
+33,708
|
New
|
|
|
17
|
Stellar Capital Management
Phoenix,
Arizona
|
$1.77M
|
+$125K
|
+2,330
|
+8%
|
|
|
18
|
|
$1.49M
|
-$48.7K
|
-907
|
-3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$276K
|
+5,154
|
+36%
|
|
|
20
|
Virtu KCG Holdings
New York
|
$1.03M
|
+$527K
|
+9,829
|
+110%
|
|
|
21
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.01M
|
+$147K
|
+2,740
|
+17%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$989K
|
-$33.6K
|
-627
|
-3%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$973K
|
-$293K
|
-5,454
|
-23%
|
|
|
24
|
Kalos Management
Alpharetta,
Georgia
|
$847K
|
-$9.71K
|
-181
|
-1%
|
|
|
25
|
Weatherly Asset Management
Del Mar,
California
|
$841K
|
–
|
–
|
–
|
|
