|
1
|
State Street
Boston,
Massachusetts
|
$64.4M
|
+$15.2M
|
+396,081
|
+33%
|
|
|
2
|
Hantz Financial Services
Southfield,
Michigan
|
$12M
|
+$245K
|
+6,369
|
+2%
|
|
|
3
|
|
$12M
|
-$470K
|
-12,220
|
-4%
|
|
|
4
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$9.65M
|
+$125K
|
+3,244
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.88M
|
-$418K
|
-10,884
|
-7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.87M
|
+$392K
|
+10,203
|
+7%
|
|
|
7
|
The Family Firm
Bethesda,
Maryland
|
$5.84M
|
+$255K
|
+6,637
|
+5%
|
|
|
8
|
|
$5.73M
|
-$257K
|
-6,677
|
-4%
|
|
|
9
|
Sykon Capital
Harrison,
New York
|
$5.51M
|
+$5.32M
|
+138,272
|
New
|
|
|
10
|
Idaho Trust Bank
Boise,
Idaho
|
$5.25M
|
+$1.13M
|
+29,430
|
+29%
|
|
|
11
|
Cary Street Partners
Richmond,
Virginia
|
$4.47M
|
+$621K
|
+16,150
|
+17%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.87M
|
+$91.5K
|
+2,381
|
+3%
|
|
|
13
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.65M
|
+$112K
|
+2,907
|
+3%
|
|
|
14
|
Cambria Investment Management
Manhattan Beach,
California
|
$3.35M
|
-$55.4K
|
-1,442
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.91M
|
+$560K
|
+14,570
|
+25%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.9M
|
-$37.4K
|
-972
|
-1%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$1.56M
|
+$234K
|
+6,086
|
+18%
|
|
|
18
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$1.22M
|
+$30.3K
|
+787
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.08M
|
+$24.9K
|
+647
|
+2%
|
|
|
20
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$778K
|
+$339K
|
+8,808
|
+82%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$653K
|
+$629K
|
+16,369
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$652K
|
+$731
|
+19
|
+0.1%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$651K
|
+$45.5K
|
+1,184
|
+8%
|
|
|
24
|
Centaurus Financial
Anaheim,
California
|
$584K
|
-$17.5K
|
-454
|
-3%
|
|
|
25
|
Scotia Capital
Toronto,
Ontario, Canada
|
$501K
|
+$29K
|
+754
|
+6%
|
|
