|
1
|
|
$29.9M
|
+$4.38M
|
+76,423
|
+17%
|
|
|
2
|
|
$20.2M
|
+$20.6M
|
+359,848
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$2.27M
|
+39,619
|
+15%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$15.2M
|
+$1.26M
|
+22,022
|
+8%
|
|
|
5
|
|
$13.6M
|
+$14.1M
|
+245,643
|
New
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$13.6M
|
-$3.96M
|
-69,013
|
-22%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$11.7M
|
+$12.1M
|
+211,564
|
New
|
|
|
8
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$10.2M
|
+$115K
|
+2,004
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.79M
|
+$1.21M
|
+21,038
|
+15%
|
|
|
10
|
HoyleCohen
San Diego,
California
|
$7.38M
|
+$659K
|
+11,496
|
+9%
|
|
|
11
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.33M
|
-$9.57K
|
-167
|
-0.1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$5.77M
|
+$5.95M
|
+103,868
|
New
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$5.48M
|
+$5.66M
|
+98,733
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.5M
|
-$8.44M
|
-147,206
|
-65%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$4.44M
|
-$1.89K
|
-33
|
-0%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$3.23M
|
-$49.9K
|
-870
|
-1%
|
|
|
17
|
Summit Global Investments
Bountiful,
Utah
|
$2.93M
|
+$3.03M
|
+52,830
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2.4M
|
+$1.08M
|
+18,884
|
+78%
|
|
|
19
|
Panagora Asset Management
Boston,
Massachusetts
|
$2.3M
|
-$119K
|
-2,077
|
-5%
|
|
|
20
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$2.3M
|
+$2.37M
|
+41,404
|
New
|
|
|
21
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.13M
|
–
|
–
|
–
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.12M
|
+$1.17M
|
+20,403
|
+115%
|
|
|
23
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.99M
|
+$97.8K
|
+1,706
|
+5%
|
|
|
24
|
Spearhead Capital Advisors
Wellington,
Florida
|
$1.79M
|
+$7.8K
|
+136
|
+0.4%
|
|
|
25
|
First Trust Advisors
Wheaton,
Illinois
|
$1.78M
|
+$1.83M
|
+32,007
|
New
|
|
