|
1
|
State Street
Boston,
Massachusetts
|
$82.2M
|
+$57.7M
|
+1,180,888
|
+186%
|
|
|
2
|
|
$44.4M
|
+$48M
|
+982,320
|
New
|
|
|
3
|
|
$30.4M
|
-$2.6M
|
-53,165
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.7M
|
+$11.8M
|
+241,806
|
+161%
|
|
|
5
|
|
$13.4M
|
-$8.25M
|
-168,771
|
-36%
|
|
|
6
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$9.28M
|
+$164K
|
+3,358
|
+2%
|
|
|
7
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.87M
|
-$1.8M
|
-36,785
|
-19%
|
|
|
8
|
HoyleCohen
San Diego,
California
|
$6.21M
|
-$603K
|
-12,340
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.58M
|
+$1.58M
|
+32,413
|
+36%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.09M
|
+$80.8K
|
+1,653
|
+1%
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$4.32M
|
+$250K
|
+5,125
|
+6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.29M
|
-$1.09M
|
-22,405
|
-19%
|
|
|
13
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.05M
|
+$72.4K
|
+1,481
|
+2%
|
|
|
14
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$2.28M
|
+$291K
|
+5,958
|
+13%
|
|
|
15
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.16M
|
+$308K
|
+6,312
|
+15%
|
|
|
16
|
Flow Traders U.S.
New York
|
$1.94M
|
-$1.03M
|
-21,141
|
-33%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$1.82M
|
-$176K
|
-3,610
|
-8%
|
|
|
18
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.28M
|
+$46.1K
|
+943
|
+3%
|
|
|
19
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.2M
|
+$1.29M
|
+26,454
|
New
|
|
|
20
|
Spearhead Capital Advisors
Wellington,
Florida
|
$1.14M
|
-$57.3K
|
-1,172
|
-4%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.12M
|
+$438K
|
+8,965
|
+57%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$1.1M
|
+$91.1K
|
+1,865
|
+8%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$1.04M
|
+$496K
|
+10,148
|
+78%
|
|
|
24
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$991K
|
+$141K
|
+2,885
|
+15%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$912K
|
+$212K
|
+4,341
|
+27%
|
|
