|
1
|
State Street
Boston,
Massachusetts
|
$80.3M
|
+$8.23M
|
+189,975
|
+10%
|
|
|
2
|
|
$28.7M
|
+$1.96M
|
+45,305
|
+7%
|
|
|
3
|
|
$11.8M
|
-$52K
|
-1,200
|
-0.4%
|
|
|
4
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$8.56M
|
+$374K
|
+8,646
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.56M
|
-$8.79M
|
-202,895
|
-52%
|
|
|
6
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.24M
|
+$175K
|
+4,046
|
+3%
|
|
|
7
|
|
$5.68M
|
-$36.4M
|
-840,392
|
-86%
|
|
|
8
|
Hantz Financial Services
Southfield,
Michigan
|
$5.14M
|
+$5.57M
|
+128,572
|
New
|
|
|
9
|
HoyleCohen
San Diego,
California
|
$4.85M
|
-$701K
|
-16,182
|
-12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.84M
|
-$101K
|
-2,322
|
-2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.66M
|
+$163K
|
+3,753
|
+3%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$3.83M
|
+$10K
|
+231
|
+0.2%
|
|
|
13
|
Cambria Investment Management
Manhattan Beach,
California
|
$3.04M
|
+$1.22M
|
+28,223
|
+59%
|
|
|
14
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.16M
|
-$1.55M
|
-35,734
|
-40%
|
|
|
15
|
Old National Bancorp
Evansville,
Indiana
|
$2.06M
|
+$2.22M
|
+51,367
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
-$1.9M
|
-43,826
|
-46%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$1.61M
|
–
|
–
|
–
|
|
|
18
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$1.41M
|
-$658K
|
-15,194
|
-30%
|
|
|
19
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.25M
|
+$12.2K
|
+282
|
+1%
|
|
|
20
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.12M
|
+$621K
|
+14,336
|
+106%
|
|
|
21
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.01M
|
-$54.1K
|
-1,250
|
-5%
|
|
|
22
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$969K
|
+$1.05M
|
+24,204
|
New
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$921K
|
-$8.62K
|
-199
|
-0.9%
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$835K
|
-$148K
|
-3,409
|
-14%
|
|
|
25
|
Credit Suisse
Zurich,
Switzerland
|
$795K
|
–
|
–
|
–
|
|
