|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$215M
|
-$28.2M
|
-590,160
|
-11%
|
|
|
2
|
|
$4.9M
|
+$2.21M
|
+46,226
|
+79%
|
|
|
3
|
|
$4.32M
|
+$358K
|
+7,489
|
+9%
|
|
|
4
|
Bluefin Capital Management
New York
|
$1.07M
|
-$2.63M
|
-54,971
|
-71%
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
$924K
|
-$30.8K
|
-644
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$886K
|
-$443K
|
-9,252
|
-33%
|
|
|
7
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$886K
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$624K
|
-$240K
|
-5,026
|
-27%
|
|
|
9
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$579K
|
-$93.7K
|
-1,958
|
-14%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$433K
|
-$11.3K
|
-236
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$393K
|
-$341K
|
-7,120
|
-46%
|
|
|
12
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$376K
|
-$201K
|
-4,194
|
-34%
|
|
|
13
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$322K
|
–
|
–
|
–
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$262K
|
-$7.18K
|
-150
|
-3%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$241K
|
-$61.6K
|
-1,287
|
-20%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$228K
|
-$416K
|
-8,705
|
-64%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$152K
|
+$155K
|
+3,232
|
New
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$92K
|
+$93.7K
|
+1,960
|
New
|
|
|
19
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$59K
|
–
|
–
|
–
|
|
|
20
|
EFG Asset Management (Americas)
Miami,
Florida
|
$32K
|
-$18.5K
|
-387
|
-36%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
+$12.1K
|
+252
|
New
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$9K
|
+$4.4K
|
+92
|
+100%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
+$6.36K
|
+133
|
New
|
|
|
24
|
Sandy Spring Bank
Olney,
Maryland
|
$5K
|
+$4.59K
|
+96
|
New
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$5K
|
+$4.78K
|
+100
|
New
|
|
