|
1
|
State Street
Boston,
Massachusetts
|
$49.2M
|
+$8.34M
|
+155,350
|
+21%
|
|
|
2
|
|
$38.2M
|
-$2.26M
|
-42,021
|
-6%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$23.1M
|
-$334K
|
-6,213
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$3.36M
|
+62,632
|
+29%
|
|
|
5
|
Panagora Asset Management
Boston,
Massachusetts
|
$11.9M
|
-$1.77M
|
-32,962
|
-13%
|
|
|
6
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$11.9M
|
+$11.9M
|
+220,785
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.22M
|
+$5.29M
|
+98,478
|
+137%
|
|
|
8
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$9.03M
|
+$9.24K
|
+172
|
+0.1%
|
|
|
9
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$5.83M
|
-$827K
|
-15,391
|
-12%
|
|
|
10
|
Stellar Capital Management
Phoenix,
Arizona
|
$5.28M
|
+$515K
|
+9,583
|
+11%
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$4.23M
|
-$420K
|
-7,813
|
-9%
|
|
|
12
|
|
$4.06M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.7M
|
+$1.91M
|
+35,528
|
+108%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.39M
|
-$532K
|
-9,899
|
-14%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.96M
|
+$41.5K
|
+773
|
+1%
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.81M
|
-$99.6K
|
-1,854
|
-3%
|
|
|
17
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.45M
|
+$191K
|
+3,550
|
+8%
|
|
|
18
|
Summit Global Investments
Bountiful,
Utah
|
$2.01M
|
+$2M
|
+37,164
|
New
|
|
|
19
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.71M
|
+$1.7M
|
+31,638
|
New
|
|
|
20
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.58M
|
+$699K
|
+13,016
|
+80%
|
|
|
21
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.22M
|
+$1.21M
|
+22,567
|
New
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$1.12M
|
+$328K
|
+6,100
|
+42%
|
|
|
23
|
|
$1.07M
|
+$477K
|
+8,873
|
+81%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$908K
|
-$72.1K
|
-1,343
|
-7%
|
|
|
25
|
Weatherly Asset Management
Del Mar,
California
|
$820K
|
-$1.34K
|
-25
|
-0.2%
|
|
