|
1
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
-$7.87M
|
-304,766
|
-4%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$182M
|
-$10.4M
|
-402,184
|
-6%
|
|
|
3
|
Managed Account Advisors
Jersey City,
New Jersey
|
$92.6M
|
+$31.7M
|
+1,228,248
|
+54%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$63.6M
|
-$4.3M
|
-166,519
|
-6%
|
|
|
5
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$49M
|
+$2.44M
|
+94,557
|
+5%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.5M
|
+$1.01M
|
+39,151
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$25.7M
|
-$6.88M
|
-266,617
|
-22%
|
|
|
8
|
|
$25.7M
|
-$11.8M
|
-458,032
|
-32%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$17.9M
|
-$1.48M
|
-57,200
|
-8%
|
|
|
10
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$17.7M
|
+$460K
|
+17,825
|
+3%
|
|
|
11
|
Howland Capital Management
Boston,
Massachusetts
|
$16.6M
|
+$1.11M
|
+43,060
|
+7%
|
|
|
12
|
Synovus Financial
Columbus,
Georgia
|
$15.4M
|
+$469K
|
+18,160
|
+3%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$14.2M
|
+$7.84M
|
+303,883
|
+130%
|
|
|
14
|
Retirement Design & Management
Westport,
Connecticut
|
$11.9M
|
+$11.6M
|
+450,003
|
New
|
|
|
15
|
Cedar Hill Associates
Chicago,
Illinois
|
$10.7M
|
+$691K
|
+26,775
|
+7%
|
|
|
16
|
First Trust Advisors
Wheaton,
Illinois
|
$8.96M
|
+$3.04M
|
+117,747
|
+53%
|
|
|
17
|
North American Management
Boston,
Massachusetts
|
$8.49M
|
-$101K
|
-3,919
|
-1%
|
|
|
18
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$5.68M
|
-$25.4K
|
-985
|
-0.5%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.34M
|
-$3.56M
|
-137,925
|
-41%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$4.97M
|
+$10.3K
|
+398
|
+0.2%
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.89M
|
+$38.8K
|
+1,502
|
+0.8%
|
|
|
22
|
Boston Advisors
Boston,
Massachusetts
|
$4.83M
|
-$132K
|
-5,097
|
-3%
|
|
|
23
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.79M
|
+$310K
|
+12,025
|
+7%
|
|
|
24
|
Gupta Wealth Management
San Diego,
California
|
$3.96M
|
+$3.87M
|
+149,923
|
New
|
|
|
25
|
Family Capital Trust
Peabody,
Massachusetts
|
$3.62M
|
+$41.6K
|
+1,610
|
+1%
|
|
