|
1
|
|
$9.26M
|
+$2.46M
|
+68,154
|
+40%
|
|
|
2
|
New York Life Investment Management
New York
|
$8.36M
|
+$242K
|
+6,702
|
+3%
|
|
|
3
|
|
$7.99M
|
+$7.42M
|
+205,385
|
New
|
|
|
4
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.03M
|
-$776K
|
-21,483
|
-11%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$7.02M
|
+$571K
|
+15,800
|
+10%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$7M
|
+$6.5M
|
+180,000
|
New
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$6.91M
|
-$643K
|
-17,784
|
-9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.86M
|
-$374K
|
-10,362
|
-6%
|
|
|
9
|
IndexIQ Advisors
New York
|
$6.61M
|
+$3.97M
|
+109,895
|
+183%
|
|
|
10
|
William Blair Investment Management
Chicago,
Illinois
|
$6M
|
-$12M
|
-332,600
|
-68%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$5.87M
|
+$5.45M
|
+150,874
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.69M
|
+$119K
|
+3,297
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.64M
|
-$255K
|
-7,060
|
-7%
|
|
|
14
|
Alesco Advisors
Pittsford,
New York
|
$3.33M
|
+$436K
|
+12,082
|
+16%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.01M
|
+$2M
|
+55,336
|
+250%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
+$22.2K
|
+614
|
+0.8%
|
|
|
17
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.88M
|
+$212K
|
+5,860
|
+9%
|
|
|
18
|
|
$2.22M
|
-$8.1M
|
-224,088
|
-80%
|
|
|
19
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.89M
|
+$156K
|
+4,322
|
+10%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.83M
|
+$1.7M
|
+47,137
|
New
|
|
|
21
|
|
$1.65M
|
+$54.2K
|
+1,500
|
+4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.46M
|
+$52.6K
|
+1,456
|
+4%
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.27M
|
-$327K
|
-9,062
|
-22%
|
|
|
24
|
Kalos Management
Alpharetta,
Georgia
|
$1.19M
|
–
|
–
|
–
|
|
|
25
|
Martin & Co
Knoxville,
Tennessee
|
$1.05M
|
+$50.2K
|
+1,390
|
+5%
|
|
