|
1
|
State Street
Boston,
Massachusetts
|
$78.6M
|
-$7.98M
|
-189,147
|
-9%
|
|
|
2
|
|
$25.5M
|
-$86.5M
|
-2,050,586
|
-78%
|
|
|
3
|
|
$19.5M
|
-$2.63M
|
-62,343
|
-12%
|
|
|
4
|
Hantz Financial Services
Southfield,
Michigan
|
$14.3M
|
+$2.17M
|
+51,422
|
+18%
|
|
|
5
|
|
$11.5M
|
–
|
–
|
–
|
|
|
6
|
Synergy Asset Management
Vancouver,
Washington
|
$10.2M
|
+$9.99M
|
+236,834
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.7M
|
+$3.13M
|
+74,240
|
+49%
|
|
|
8
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$9.66M
|
+$85.1K
|
+2,019
|
+0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.5M
|
-$331K
|
-7,855
|
-4%
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.25M
|
-$60.1K
|
-1,425
|
-0.8%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$6.27M
|
-$10.6K
|
-252
|
-0.2%
|
|
|
12
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$5.91M
|
-$137K
|
-3,255
|
-2%
|
|
|
13
|
HoyleCohen
San Diego,
California
|
$5.32M
|
+$17.5K
|
+415
|
+0.3%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.29M
|
+$5.12M
|
+121,534
|
+23,599%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$5.1M
|
-$4.62M
|
-109,465
|
-48%
|
|
|
16
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$5.07M
|
+$4.95M
|
+117,366
|
New
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$4.71M
|
+$81.1K
|
+1,923
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.62M
|
+$103K
|
+2,439
|
+2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$4.43M
|
+$1.78M
|
+42,146
|
+70%
|
|
|
20
|
|
$4.22M
|
+$4.12M
|
+97,611
|
New
|
|
|
21
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.14M
|
-$109K
|
-2,595
|
-3%
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$3.98M
|
+$221K
|
+5,241
|
+6%
|
|
|
23
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.84M
|
-$557K
|
-13,219
|
-17%
|
|
|
24
|
Nilsine Partners
Greenwood Village,
Colorado
|
$2.08M
|
+$2.03M
|
+48,209
|
New
|
|
|
25
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.75M
|
+$26.6K
|
+631
|
+2%
|
|
