|
1
|
|
$20.9M
|
–
|
–
|
–
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$7.77M
|
-$246K
|
-9,738
|
-3%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.7M
|
+$7.21M
|
+285,200
|
New
|
|
|
4
|
Cercano Management
Bellevue,
Washington
|
$7.12M
|
+$6.66M
|
+263,694
|
New
|
|
|
5
|
DZ Bank
Frankfurt Am Main,
Germany
|
$5.8M
|
+$1.15M
|
+45,504
|
+27%
|
|
|
6
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.9M
|
-$793K
|
-31,384
|
-18%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$3.07M
|
+$203K
|
+8,049
|
+8%
|
|
|
8
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$2.66M
|
+$2.49M
|
+98,588
|
New
|
|
|
9
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$2.62M
|
+$2.45M
|
+97,130
|
New
|
|
|
10
|
|
$2.07M
|
+$1.94M
|
+76,818
|
New
|
|
|
11
|
Flow Traders U.S.
New York
|
$1.45M
|
+$1.35M
|
+53,607
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.21M
|
-$72.6K
|
-2,873
|
-6%
|
|
|
13
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.2M
|
-$137K
|
-5,410
|
-11%
|
|
|
14
|
Innealta Capital
Austin,
Texas
|
$946K
|
-$632
|
-25
|
-0.1%
|
|
|
15
|
|
$815K
|
+$763K
|
+30,209
|
New
|
|
|
16
|
Global Endowment Management
Charlotte,
North Carolina
|
$783K
|
–
|
–
|
–
|
|
|
17
|
Inspire Advisors
Meridian,
Idaho
|
$464K
|
-$972K
|
-38,464
|
-69%
|
|
|
18
|
Boltwood Capital Management
Walnut Creek,
California
|
$453K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$407K
|
+$252K
|
+9,981
|
+197%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$338K
|
+$1.04K
|
+41
|
+0.3%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$308K
|
+$20.9K
|
+826
|
+8%
|
|
|
22
|
IEQ Capital
Foster City,
California
|
$307K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$297K
|
+$682
|
+27
|
+0.2%
|
|
|
24
|
Vident Advisory
Alpharetta,
Georgia
|
$233K
|
-$7.55K
|
-299
|
-3%
|
|
|
25
|
Greenline Partners
New York
|
$208K
|
+$195K
|
+7,704
|
New
|
|
