|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$85.5M
|
+$89.5M
|
+2,817,395
|
New
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$56M
|
-$903K
|
-28,424
|
-2%
|
|
|
3
|
|
$51.9M
|
-$3.09M
|
-97,249
|
-5%
|
|
|
4
|
|
$48.8M
|
+$3.13M
|
+98,567
|
+7%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$37.6M
|
+$1.18K
|
+37
|
+0%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$3.94M
|
-124,016
|
-17%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$17.1M
|
+$17.9M
|
+563,894
|
New
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$14.7M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
-$3.54M
|
-111,584
|
-19%
|
|
|
10
|
Weiss Multi-Strategy Advisers
New York
|
$13.4M
|
+$3.13M
|
+98,688
|
+29%
|
|
|
11
|
|
$12.8M
|
-$52.2K
|
-1,644
|
-0.4%
|
|
|
12
|
|
$12.5M
|
+$3.01M
|
+94,900
|
+30%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$11.5M
|
-$371K
|
-11,696
|
-3%
|
|
|
14
|
Phase 2 Partners
San Francisco,
California
|
$10.8M
|
+$373K
|
+11,730
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.47M
|
+$1.91M
|
+60,245
|
+32%
|
|
|
16
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$6.92M
|
-$286K
|
-9,020
|
-4%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$6.47M
|
-$2.4M
|
-75,551
|
-26%
|
|
|
18
|
Miller Howard Investments
Kingston,
New York
|
$6.19M
|
+$445K
|
+14,000
|
+7%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.62M
|
+$5.88M
|
+185,038
|
New
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.12M
|
+$155K
|
+4,886
|
+3%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$4.91M
|
-$1.05M
|
-33,027
|
-17%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.52M
|
+$296K
|
+9,309
|
+7%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$4.47M
|
+$219K
|
+6,885
|
+5%
|
|
|
24
|
Nomura Holdings
Tokyo,
Japan
|
$4.33M
|
+$4.53M
|
+142,600
|
New
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.92M
|
+$222K
|
+6,999
|
+6%
|
|
