|
1
|
State Street
Boston,
Massachusetts
|
$39.3M
|
-$2.72M
|
-51,992
|
-6%
|
|
|
2
|
|
$38.9M
|
-$5.4M
|
-103,152
|
-12%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$22.6M
|
-$1.19M
|
-22,847
|
-5%
|
|
|
4
|
Panagora Asset Management
Boston,
Massachusetts
|
$13.2M
|
-$966K
|
-18,471
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
-$1.61M
|
-30,787
|
-12%
|
|
|
6
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$8.68M
|
+$269K
|
+5,150
|
+3%
|
|
|
7
|
|
$7.7M
|
-$13.6M
|
-259,461
|
-64%
|
|
|
8
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.42M
|
-$1.78M
|
-34,119
|
-22%
|
|
|
9
|
Stellar Capital Management
Phoenix,
Arizona
|
$4.58M
|
-$908K
|
-17,363
|
-16%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$4.47M
|
-$11.8K
|
-225
|
-0.3%
|
|
|
11
|
|
$3.9M
|
-$8.89K
|
-170
|
-0.2%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.79M
|
+$3.02M
|
+57,818
|
+388%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.78M
|
-$1.7M
|
-32,480
|
-31%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.74M
|
+$3.41M
|
+65,182
|
+963%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.81M
|
-$220K
|
-4,205
|
-7%
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.8M
|
-$642K
|
-12,281
|
-19%
|
|
|
17
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.17M
|
+$223K
|
+4,262
|
+11%
|
|
|
18
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.83M
|
+$152K
|
+2,915
|
+9%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.71M
|
-$5.73M
|
-109,586
|
-77%
|
|
|
20
|
WESPAC Advisors
Orinda,
California
|
$1.7M
|
-$31.3K
|
-598
|
-2%
|
|
|
21
|
|
$1.14M
|
-$95.7K
|
-1,830
|
-8%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$944K
|
-$82.4K
|
-1,575
|
-8%
|
|
|
23
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$857K
|
–
|
–
|
–
|
|
|
24
|
Weatherly Asset Management
Del Mar,
California
|
$790K
|
–
|
–
|
–
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
$756K
|
+$244K
|
+4,656
|
+47%
|
|
