|
1
|
State Street
Boston,
Massachusetts
|
$65.9M
|
+$1.7M
|
+41,513
|
+3%
|
|
|
2
|
|
$15.6M
|
-$1.06M
|
-25,975
|
-6%
|
|
|
3
|
Hantz Financial Services
Southfield,
Michigan
|
$12.9M
|
+$1.1M
|
+26,796
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$1.31K
|
-32
|
-0%
|
|
|
5
|
|
$9.76M
|
-$660K
|
-16,153
|
-6%
|
|
|
6
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$8.96M
|
+$116K
|
+2,833
|
+1%
|
|
|
7
|
|
$7.63M
|
-$13M
|
-317,075
|
-62%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.59M
|
+$152K
|
+3,712
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.6M
|
+$596K
|
+14,569
|
+11%
|
|
|
10
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$4.93M
|
-$130K
|
-3,181
|
-2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$4.7M
|
+$667K
|
+16,321
|
+16%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$4.59M
|
+$73.8K
|
+1,805
|
+2%
|
|
|
13
|
HoyleCohen
San Diego,
California
|
$4.35M
|
+$114K
|
+2,800
|
+3%
|
|
|
14
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.14M
|
+$351K
|
+8,581
|
+9%
|
|
|
15
|
|
$3.88M
|
+$4.08M
|
+99,765
|
New
|
|
|
16
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.81M
|
+$69.6K
|
+1,701
|
+2%
|
|
|
17
|
Cambria Investment Management
Manhattan Beach,
California
|
$3.41M
|
-$62.8K
|
-1,535
|
-2%
|
|
|
18
|
Windham Capital Management
Boston,
Massachusetts
|
$2.68M
|
-$821K
|
-20,087
|
-23%
|
|
|
19
|
Old National Bancorp
Evansville,
Indiana
|
$2.63M
|
+$1.34M
|
+32,744
|
+94%
|
|
|
20
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.27M
|
-$238K
|
-5,813
|
-9%
|
|
|
21
|
Guggenheim Capital
Chicago,
Illinois
|
$1.54M
|
+$290K
|
+7,090
|
+22%
|
|
|
22
|
Flow Traders U.S.
New York
|
$1.21M
|
-$135K
|
-3,307
|
-10%
|
|
|
23
|
Idaho Trust Bank
Boise,
Idaho
|
$1.09M
|
+$94.2K
|
+2,303
|
+9%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$973K
|
-$10K
|
-245
|
-1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$825K
|
+$6.71K
|
+164
|
+0.8%
|
|
