|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$32.7M
|
+$30.7M
|
+1,027,739
|
+1,865%
|
|
|
2
|
|
$14.4M
|
+$840K
|
+28,160
|
+6%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$9.85M
|
+$583K
|
+19,520
|
+6%
|
|
|
4
|
Horizon Investments
Charlotte,
North Carolina
|
$8.05M
|
+$7.95M
|
+266,374
|
New
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$3.17M
|
-$2.12M
|
-71,112
|
-40%
|
|
|
6
|
Research Affiliates
Newport Beach,
California
|
$2.91M
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.7M
|
-$3.19M
|
-106,841
|
-54%
|
|
|
8
|
|
$2.42M
|
+$123K
|
+4,121
|
+5%
|
|
|
9
|
|
$1.84M
|
–
|
–
|
–
|
|
|
10
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.51M
|
+$130K
|
+4,342
|
+9%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.15M
|
-$117K
|
-3,927
|
-9%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.15M
|
+$1.13M
|
+37,906
|
New
|
|
|
13
|
Bluefin Capital Management
New York
|
$900K
|
+$936K
|
+31,377
|
New
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$874K
|
+$295K
|
+9,874
|
+52%
|
|
|
15
|
ProVise Management Group
Clearwater,
Florida
|
$810K
|
-$570K
|
-19,105
|
-42%
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$648K
|
+$291K
|
+9,750
|
+83%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$502K
|
-$371K
|
-12,448
|
-43%
|
|
|
18
|
Lattice Strategies
Wayne,
Pennsylvania
|
$499K
|
+$73.7K
|
+2,470
|
+18%
|
|
|
19
|
|
$391K
|
-$511K
|
-17,126
|
-57%
|
|
|
20
|
|
$321K
|
+$38.8K
|
+1,300
|
+14%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$260K
|
+$52.3K
|
+1,753
|
+26%
|
|
|
22
|
IMS Capital Management
Portland,
Oregon
|
$238K
|
+$235K
|
+7,873
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$229K
|
-$295K
|
-9,885
|
-57%
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$78K
|
-$196K
|
-6,565
|
-72%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$36K
|
+$6.45K
|
+216
|
+23%
|
|
