|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$18M
|
+$3.16M
|
+76,521
|
+21%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$2.59M
|
+62,793
|
+24%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$211K
|
+5,111
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.21M
|
+$951K
|
+23,035
|
+15%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.03M
|
+$5M
|
+121,184
|
+232%
|
|
|
6
|
|
$5.96M
|
+$841K
|
+20,381
|
+16%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.87M
|
+$506K
|
+12,248
|
+9%
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$5.08M
|
-$151K
|
-3,649
|
-3%
|
|
|
9
|
HHG & Company
Darien,
Connecticut
|
$4.58M
|
-$4.01M
|
-97,083
|
-46%
|
|
|
10
|
VSR Financial Services
Overland Park,
Kansas
|
$2.94M
|
+$16.4K
|
+398
|
+0.6%
|
|
|
11
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.38M
|
+$66.7K
|
+1,616
|
+3%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$2.21M
|
–
|
–
|
–
|
|
|
13
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.82M
|
-$482K
|
-11,687
|
-21%
|
|
|
14
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.73M
|
+$27K
|
+655
|
+2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.69M
|
+$35.2K
|
+852
|
+2%
|
|
|
16
|
Bison Wealth
Atlanta,
Georgia
|
$1.64M
|
-$19.6K
|
-474
|
-1%
|
|
|
17
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.63M
|
+$1.54M
|
+37,253
|
+1,310%
|
|
|
18
|
Madrona Financial Services
Everett,
Washington
|
$1.18M
|
-$27.6K
|
-669
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$278K
|
+6,727
|
+34%
|
|
|
20
|
Efficient Advisors
Mason,
Ohio
|
$1.06M
|
+$23.1K
|
+560
|
+2%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$1.03M
|
+$1.05M
|
+25,400
|
New
|
|
|
22
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.02M
|
+$28.9K
|
+700
|
+3%
|
|
|
23
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$930K
|
+$600K
|
+14,544
|
+196%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$925K
|
+$941K
|
+22,789
|
New
|
|
