|
1
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$7.7M
|
+285,449
|
+4%
|
|
|
2
|
Managed Account Advisors
Jersey City,
New Jersey
|
$119M
|
+$28.7M
|
+1,064,708
|
+30%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$63.5M
|
+$804K
|
+29,802
|
+1%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$51.9M
|
+$3.68M
|
+136,647
|
+7%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.6M
|
-$2.48M
|
-92,112
|
-8%
|
|
|
6
|
|
$27.7M
|
+$2.39M
|
+88,659
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
-$977K
|
-36,230
|
-4%
|
|
|
8
|
Howland Capital Management
Boston,
Massachusetts
|
$17.3M
|
+$937K
|
+34,752
|
+6%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$17M
|
-$615K
|
-22,800
|
-3%
|
|
|
10
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$16.9M
|
-$535K
|
-19,834
|
-3%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$14.5M
|
+$465K
|
+17,238
|
+3%
|
|
|
12
|
Retirement Design & Management
Westport,
Connecticut
|
$12.8M
|
+$1.12M
|
+41,408
|
+9%
|
|
|
13
|
Cedar Hill Associates
Chicago,
Illinois
|
$10.7M
|
+$204K
|
+7,550
|
+2%
|
|
|
14
|
First Trust Advisors
Wheaton,
Illinois
|
$8.74M
|
-$97.3K
|
-3,610
|
-1%
|
|
|
15
|
North American Management
Boston,
Massachusetts
|
$8.3M
|
-$69.8K
|
-2,590
|
-0.8%
|
|
|
16
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$6.46M
|
+$1.66M
|
+61,435
|
+29%
|
|
|
17
|
Boston Advisors
Boston,
Massachusetts
|
$4.95M
|
+$186K
|
+6,880
|
+4%
|
|
|
18
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.79M
|
-$36.2K
|
-1,343
|
-0.7%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$4.78M
|
-$124K
|
-4,598
|
-2%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.73M
|
+$13.2K
|
+491
|
+0.3%
|
|
|
21
|
Gupta Wealth Management
San Diego,
California
|
$4.01M
|
+$105K
|
+3,887
|
+3%
|
|
|
22
|
Family Capital Trust
Peabody,
Massachusetts
|
$3.56M
|
–
|
–
|
–
|
|
|
23
|
Train Babcock Advisors
New York
|
$3.46M
|
+$217K
|
+8,040
|
+6%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$2.59M
|
+$2.68M
|
+99,552
|
New
|
|
|
25
|
Trees Investment Counsel
Chicago,
Illinois
|
$2.31M
|
+$29.7K
|
+1,100
|
+1%
|
|
