|
1
|
William Blair Investment Management
Chicago,
Illinois
|
$17.8M
|
-$1.48M
|
-38,400
|
-8%
|
|
|
2
|
|
$16.4M
|
+$15.3M
|
+396,014
|
+1,309%
|
|
|
3
|
Clear Investment Research
Alpharetta,
Georgia
|
$6.65M
|
-$82.6K
|
-2,137
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$6.14M
|
-$133K
|
-3,448
|
-2%
|
|
|
5
|
|
$5.39M
|
+$242K
|
+6,252
|
+5%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$4.34M
|
+$4.34M
|
+112,394
|
New
|
|
|
7
|
Paracle Advisors
Mercer Island,
Washington
|
$4.13M
|
+$4.13M
|
+107,005
|
New
|
|
|
8
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.7M
|
+$135K
|
+3,500
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.48M
|
+$1.23M
|
+31,919
|
+55%
|
|
|
10
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.15M
|
-$11.7K
|
-304
|
-0.4%
|
|
|
11
|
|
$2.86M
|
+$30.3K
|
+785
|
+1%
|
|
|
12
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.53M
|
–
|
–
|
–
|
|
|
13
|
Lattice Strategies
Wayne,
Pennsylvania
|
$2.3M
|
-$117K
|
-3,035
|
-5%
|
|
|
14
|
Mosaic Financial Partners
San Francisco,
California
|
$2M
|
+$277K
|
+7,179
|
+16%
|
|
|
15
|
|
$1.39M
|
-$37.3K
|
-966
|
-3%
|
|
|
16
|
IndexIQ Advisors
New York
|
$1.09M
|
-$158K
|
-4,096
|
-13%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
+$290K
|
+7,502
|
+37%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$811K
|
-$6.26K
|
-162
|
-0.8%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$749K
|
+$252K
|
+6,520
|
+51%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$745K
|
+$498K
|
+12,894
|
+201%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$687K
|
+$576K
|
+14,920
|
+520%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$622K
|
-$182K
|
-4,721
|
-23%
|
|
|
23
|
Arden Trust
Wilmington,
Delaware
|
$592K
|
+$47.4K
|
+1,228
|
+9%
|
|
|
24
|
Autus Asset Management
Scottsdale,
Arizona
|
$575K
|
-$36.7K
|
-950
|
-6%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$467K
|
-$47.4K
|
-1,227
|
-9%
|
|
