|
1
|
|
$54.7M
|
-$6.01M
|
-105,336
|
-10%
|
|
|
2
|
|
$48.4M
|
+$904K
|
+15,836
|
+2%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$20.1M
|
-$552K
|
-9,666
|
-3%
|
|
|
4
|
Panagora Asset Management
Boston,
Massachusetts
|
$16.4M
|
+$49.4K
|
+866
|
+0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
-$334K
|
-5,852
|
-2%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$9.47M
|
-$1.18M
|
-20,604
|
-11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.78M
|
+$1.64M
|
+28,778
|
+27%
|
|
|
8
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$7.04M
|
-$58.5M
|
-1,025,106
|
-89%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.99M
|
+$360K
|
+6,305
|
+5%
|
|
|
10
|
|
$6.21M
|
+$629K
|
+11,019
|
+11%
|
|
|
11
|
|
$5.16M
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.03M
|
-$2.25M
|
-39,343
|
-31%
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$4.33M
|
+$97.7K
|
+1,711
|
+2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.04M
|
-$70.5K
|
-1,235
|
-2%
|
|
|
15
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.9M
|
+$376K
|
+6,580
|
+15%
|
|
|
16
|
Stellar Capital Management
Phoenix,
Arizona
|
$2.19M
|
+$160K
|
+2,800
|
+8%
|
|
|
17
|
Bluefin Capital Management
New York
|
$2.13M
|
-$1.83M
|
-32,105
|
-46%
|
|
|
18
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.03M
|
-$49.6K
|
-869
|
-2%
|
|
|
19
|
|
$1.67M
|
-$48.7K
|
-853
|
-3%
|
|
|
20
|
WESPAC Advisors
Orinda,
California
|
$1.32M
|
+$260K
|
+4,549
|
+25%
|
|
|
21
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.3M
|
+$78.2K
|
+1,370
|
+6%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.07M
|
+$1.07M
|
+18,658
|
New
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$980K
|
-$35K
|
-613
|
-3%
|
|
|
24
|
Weatherly Asset Management
Del Mar,
California
|
$873K
|
–
|
–
|
–
|
|
|
25
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$812K
|
+$681K
|
+11,928
|
+532%
|
|
