|
1
|
|
$60.4M
|
-$1.29M
|
-30,408
|
-2%
|
|
|
2
|
Gemmer Asset Management
Walnut Creek,
California
|
$17.3M
|
+$726K
|
+17,081
|
+4%
|
|
|
3
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$10.7M
|
+$352K
|
+8,292
|
+3%
|
|
|
4
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$9.11M
|
-$485K
|
-11,417
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.42M
|
+$1.62M
|
+38,137
|
+24%
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.52M
|
-$21.4K
|
-503
|
-0.3%
|
|
|
7
|
Bailard
Foster City,
California
|
$6.47M
|
+$606K
|
+14,250
|
+10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.37M
|
-$492K
|
-11,568
|
-7%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
$5.44M
|
-$30.4K
|
-715
|
-0.6%
|
|
|
10
|
|
$4.29M
|
+$13.6K
|
+321
|
+0.3%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$4.19M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.62M
|
+$40K
|
+942
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.58M
|
+$2.54M
|
+59,745
|
+15,241%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$2.38M
|
-$51.6K
|
-1,215
|
-2%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.06M
|
+$503K
|
+11,835
|
+33%
|
|
|
16
|
Flow Traders U.S.
New York
|
$1.83M
|
+$1.81M
|
+42,642
|
New
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$1.45M
|
+$162K
|
+3,815
|
+13%
|
|
|
19
|
AGF Management
Toronto,
Ontario, Canada
|
$1.2M
|
-$36.1K
|
-850
|
-3%
|
|
|
20
|
Values Added Financial
Washington,
District of Columbia
|
$1.06M
|
+$2.13K
|
+50
|
+0.2%
|
|
|
21
|
|
$995K
|
+$983K
|
+23,131
|
New
|
|
|
22
|
|
$953K
|
-$1.3M
|
-30,488
|
-58%
|
|
|
23
|
Marquette Associates
Chicago,
Illinois
|
$952K
|
-$76.5K
|
-1,799
|
-8%
|
|
|
24
|
Whipplewood Advisors
Littleton,
Colorado
|
$926K
|
-$889K
|
-20,918
|
-98%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$839K
|
-$366K
|
-8,607
|
-31%
|
|
