|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$823K
|
+$755K
|
+21,071
|
New
|
|
|
27
|
|
$665K
|
-$556K
|
-15,502
|
-48%
|
|
|
28
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$599K
|
+$550K
|
+15,349
|
New
|
|
|
29
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$519K
|
-$13.5K
|
-378
|
-3%
|
|
|
30
|
Merriman Wealth Management
Seattle,
Washington
|
$498K
|
+$457K
|
+12,748
|
New
|
|
|
31
|
Advisornet Financial
Minnetonka,
Minnesota
|
$460K
|
-$80.6K
|
-2,249
|
-16%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$420K
|
-$202K
|
-5,649
|
-34%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$403K
|
+$275K
|
+7,679
|
+289%
|
|
|
34
|
Employees Retirement System of Texas
Austin,
Texas
|
$390K
|
+$358K
|
+10,000
|
New
|
|
|
35
|
Prudential Financial
Newark,
New Jersey
|
$390K
|
+$358K
|
+10,000
|
New
|
|
|
36
|
Capital One Financial
Mclean,
Virginia
|
$346K
|
-$67.3K
|
-1,878
|
-18%
|
|
|
37
|
Advisory Services Network
Atlanta,
Georgia
|
$230K
|
-$46.6K
|
-1,300
|
-18%
|
|
|
38
|
Cambridge Trust
Cambridge,
Massachusetts
|
$224K
|
+$186K
|
+5,192
|
New
|
|
|
39
|
Evanson Asset Management
Carmel,
California
|
$204K
|
+$187K
|
+5,217
|
New
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$196K
|
-$298K
|
-8,300
|
-62%
|
|
|
41
|
Asset Dedication LLC
San Francisco,
California
|
$137K
|
+$17.6K
|
+491
|
+16%
|
|
|
42
|
Tortoise Investment Management
White Plains,
New York
|
$99K
|
-$15.2K
|
-423
|
-14%
|
|
|
43
|
New Potomac Partners
Bethesda,
Maryland
|
$94K
|
–
|
–
|
–
|
|
|
44
|
Allworth Financial
Folsom,
California
|
$93K
|
–
|
–
|
–
|
|
|
45
|
Disciplined Investments
Tulsa,
Oklahoma
|
$50K
|
–
|
–
|
–
|
|
|
46
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$31K
|
+$28.9K
|
+807
|
New
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$30K
|
-$14.8K
|
-414
|
-35%
|
|
|
48
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
49
|
William Blair & Company
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
50
|
Lee Financial
Dallas,
Texas
|
$19K
|
–
|
–
|
–
|
|
