|
1
|
|
$52.9M
|
-$1.89M
|
-33,270
|
-3%
|
|
|
2
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$44.6M
|
+$44M
|
+774,654
|
New
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$30.2M
|
+$10M
|
+175,849
|
+50%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
+$2.67M
|
+47,040
|
+17%
|
|
|
5
|
Panagora Asset Management
Boston,
Massachusetts
|
$16.2M
|
-$257K
|
-4,529
|
-2%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$16M
|
+$15.9M
|
+278,829
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$8.5M
|
+$689K
|
+12,111
|
+9%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$8.45M
|
-$1.05M
|
-18,400
|
-11%
|
|
|
9
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$7.19M
|
+$124K
|
+2,174
|
+2%
|
|
|
10
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$5.41M
|
+$5.35M
|
+94,057
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.34M
|
-$1.66M
|
-29,165
|
-24%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$4.59M
|
+$242K
|
+4,249
|
+6%
|
|
|
13
|
|
$3.46M
|
-$1.7M
|
-29,822
|
-33%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.25M
|
+$197K
|
+3,472
|
+6%
|
|
|
15
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.21M
|
+$296K
|
+5,213
|
+10%
|
|
|
16
|
|
$2.64M
|
-$3.55M
|
-62,362
|
-58%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$2.09M
|
+36,714
|
+494%
|
|
|
18
|
Stellar Capital Management
Phoenix,
Arizona
|
$2.31M
|
+$116K
|
+2,033
|
+5%
|
|
|
19
|
|
$2.31M
|
+$2.03M
|
+35,773
|
+829%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2M
|
-$33.9K
|
-597
|
-2%
|
|
|
21
|
Bluefin Capital Management
New York
|
$1.9M
|
-$238K
|
-4,183
|
-11%
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.64M
|
+$334K
|
+5,870
|
+26%
|
|
|
23
|
|
$1.55M
|
-$124K
|
-2,180
|
-7%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$1.23M
|
+$1.22M
|
+21,435
|
New
|
|
|
25
|
|
$1.22M
|
-$46.8M
|
-823,079
|
-97%
|
|
