|
1
|
Wells Fargo
San Francisco,
California
|
$172M
|
-$25.7M
|
-1,332,551
|
-12%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$39.5M
|
+$23.1M
|
+1,196,131
|
+123%
|
|
|
3
|
Eagle Global Advisors
Houston,
Texas
|
$32.1M
|
+$29.7M
|
+1,536,910
|
+680%
|
|
|
4
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$28.5M
|
-$3.6M
|
-186,464
|
-11%
|
|
|
5
|
Vicus Capital
State College,
Pennsylvania
|
$12.4M
|
-$460K
|
-23,807
|
-3%
|
|
|
6
|
Round Table Services
Westfield,
New Jersey
|
$8.53M
|
+$9.04M
|
+468,232
|
New
|
|
|
7
|
Advisory Research
Chicago,
Illinois
|
$6.81M
|
+$4.95M
|
+256,265
|
+218%
|
|
|
8
|
Natixis Advisors
Boston,
Massachusetts
|
$5.44M
|
-$3.31M
|
-171,320
|
-36%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$3.45M
|
-$2.62M
|
-135,466
|
-42%
|
|
|
10
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.1M
|
+$3.28M
|
+170,000
|
New
|
|
|
11
|
WESCAP Management Group
Glendale,
California
|
$2.89M
|
+$3.06M
|
+158,468
|
New
|
|
|
12
|
Congress Asset Management
Boston,
Massachusetts
|
$2.73M
|
+$2.89M
|
+149,796
|
New
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.13M
|
-$827K
|
-42,801
|
-27%
|
|
|
14
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$1.51M
|
+$1.11M
|
+57,558
|
+226%
|
|
|
15
|
FC Advisory
West Chester,
Pennsylvania
|
$1.37M
|
-$19.7K
|
-1,021
|
-1%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.31M
|
+$500K
|
+25,876
|
+56%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.28M
|
-$9.81M
|
-508,206
|
-88%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
+$1.28M
|
+66,496
|
New
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.07M
|
+$126K
|
+6,512
|
+12%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$885K
|
-$480K
|
-24,883
|
-34%
|
|
|
21
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$861K
|
+$913K
|
+47,256
|
New
|
|
|
22
|
Colorado Capital Management
Boulder,
Colorado
|
$726K
|
+$769K
|
+39,845
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$653K
|
-$218K
|
-11,267
|
-24%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$406K
|
+$70.6K
|
+3,655
|
+20%
|
|
|
25
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$336K
|
+$356K
|
+18,460
|
New
|
|
