|
1
|
State Street
Boston,
Massachusetts
|
$29.9M
|
-$33.1M
|
-851,932
|
-53%
|
|
|
2
|
Hantz Financial Services
Southfield,
Michigan
|
$12.1M
|
+$308K
|
+7,935
|
+3%
|
|
|
3
|
|
$12.1M
|
+$311K
|
+8,000
|
+3%
|
|
|
4
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$9.66M
|
+$170K
|
+4,383
|
+2%
|
|
|
5
|
Forefront Wealth Partners
Austin,
Texas
|
$9.02M
|
+$8.93M
|
+229,938
|
New
|
|
|
6
|
|
$5.7M
|
+$62.7K
|
+1,616
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.51M
|
-$253K
|
-6,519
|
-4%
|
|
|
8
|
Cary Street Partners
Richmond,
Virginia
|
$5.37M
|
+$969K
|
+24,950
|
+22%
|
|
|
9
|
Idaho Trust Bank
Boise,
Idaho
|
$4.66M
|
-$494K
|
-12,726
|
-10%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.44M
|
-$1.33M
|
-34,140
|
-23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.81M
|
+$7.42K
|
+191
|
+0.2%
|
|
|
12
|
Sykon Capital
Harrison,
New York
|
$3.38M
|
-$2.02M
|
-51,976
|
-38%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.32M
|
+$455K
|
+11,711
|
+16%
|
|
|
14
|
Cambria Investment Management
Manhattan Beach,
California
|
$3.24M
|
-$50.6K
|
-1,304
|
-2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.24M
|
+$383K
|
+9,861
|
+14%
|
|
|
16
|
|
$2.96M
|
+$2.93M
|
+75,382
|
New
|
|
|
17
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.73M
|
-$836K
|
-21,529
|
-24%
|
|
|
18
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$1.31M
|
+$108K
|
+2,773
|
+9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
+$119K
|
+3,074
|
+11%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$1.13M
|
-$408K
|
-10,504
|
-27%
|
|
|
21
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$806K
|
+$41K
|
+1,055
|
+5%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$666K
|
+$25.8K
|
+665
|
+4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$659K
|
+$17.2K
|
+443
|
+3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$585K
|
-$51K
|
-1,313
|
-8%
|
|
|
25
|
Centaurus Financial
Anaheim,
California
|
$574K
|
-$699
|
-18
|
-0.1%
|
|
