|
1
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
-$40.8M
|
-1,556,726
|
-17%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$185M
|
-$23.7M
|
-906,359
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$65.2M
|
-$1.68M
|
-64,198
|
-2%
|
|
|
4
|
Managed Account Advisors
Jersey City,
New Jersey
|
$57.7M
|
+$21.4M
|
+817,212
|
+56%
|
|
|
5
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$44.6M
|
+$1.39M
|
+53,145
|
+3%
|
|
|
6
|
|
$36.3M
|
-$8.97M
|
-342,423
|
-19%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$31.4M
|
+$32.5M
|
+1,239,779
|
New
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29.2M
|
-$17.4M
|
-665,583
|
-37%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$18.6M
|
–
|
–
|
–
|
|
|
10
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$16.5M
|
-$710K
|
-27,087
|
-4%
|
|
|
11
|
Howland Capital Management
Boston,
Massachusetts
|
$14.9M
|
+$751K
|
+28,684
|
+5%
|
|
|
12
|
Synovus Financial
Columbus,
Georgia
|
$14.3M
|
+$6.2M
|
+236,696
|
+72%
|
|
|
13
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$12.6M
|
-$9.6M
|
-365,642
|
-42%
|
|
|
14
|
Cobblestone Capital Advisors
Rochester,
New York
|
$12.1M
|
+$50.6K
|
+1,930
|
+0.4%
|
|
|
15
|
Cedar Hill Associates
Chicago,
Illinois
|
$9.5M
|
+$204K
|
+7,780
|
+2%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.61M
|
+$5.6M
|
+213,727
|
+170%
|
|
|
17
|
North American Management
Boston,
Massachusetts
|
$8.24M
|
-$94.1K
|
-3,592
|
-1%
|
|
|
18
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$7.83M
|
-$117K
|
-4,459
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.39M
|
+$5.69M
|
+217,171
|
+292%
|
|
|
20
|
|
$7.33M
|
+$6.84M
|
+260,996
|
+926%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$5.94M
|
-$303K
|
-11,579
|
-5%
|
|
|
22
|
First Trust Advisors
Wheaton,
Illinois
|
$5.61M
|
-$100K
|
-3,799
|
-2%
|
|
|
23
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$5.47M
|
+$5.65M
|
+215,694
|
New
|
|
|
24
|
Boston Advisors
Boston,
Massachusetts
|
$4.76M
|
-$4.2M
|
-160,267
|
-46%
|
|
|
25
|
KCM Investment Advisors
Greenbrae,
California
|
$4.76M
|
+$123K
|
+4,683
|
+3%
|
|
