|
1
|
State Street
Boston,
Massachusetts
|
$70.6M
|
-$5.4M
|
-96,059
|
-7%
|
|
|
2
|
|
$56.9M
|
-$7.86M
|
-139,726
|
-12%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$47M
|
+$10.3M
|
+182,927
|
+27%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.6M
|
-$6.78M
|
-120,563
|
-25%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$6.09M
|
+108,184
|
+46%
|
|
|
6
|
Panagora Asset Management
Boston,
Massachusetts
|
$15M
|
+$8.86M
|
+157,559
|
+132%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.55M
|
+$608K
|
+10,815
|
+7%
|
|
|
8
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$8.28M
|
+$1.13M
|
+20,091
|
+15%
|
|
|
9
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$6.87M
|
+$49.4K
|
+879
|
+0.7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.37M
|
-$5.21M
|
-92,617
|
-44%
|
|
|
11
|
Stellar Capital Management
Phoenix,
Arizona
|
$5.57M
|
+$62.6K
|
+1,113
|
+1%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$4.65M
|
+$201K
|
+3,566
|
+4%
|
|
|
13
|
|
$4.08M
|
–
|
–
|
–
|
|
|
14
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.82M
|
+$338K
|
+6,008
|
+9%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.14M
|
+$145K
|
+2,574
|
+5%
|
|
|
16
|
|
$2.52M
|
+$2.61M
|
+46,389
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.5M
|
+$1.13M
|
+20,132
|
+77%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$2.47M
|
-$92.4K
|
-1,642
|
-3%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$2.44M
|
+$1.34M
|
+23,823
|
+112%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.17M
|
+$1.33M
|
+23,712
|
+146%
|
|
|
21
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.97M
|
+$201K
|
+3,570
|
+11%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.42M
|
-$2.74M
|
-48,648
|
-65%
|
|
|
23
|
|
$1.41M
|
-$38.9K
|
-692
|
-3%
|
|
|
24
|
WESPAC Advisors
Orinda,
California
|
$1.27M
|
-$353K
|
-6,270
|
-21%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$1.11M
|
-$70K
|
-1,245
|
-6%
|
|
