|
1
|
|
$35.8M
|
+$16.6M
|
+546,254
|
+81%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
+$1.6M
|
+52,501
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21M
|
+$2.7M
|
+88,658
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
-$22K
|
-724
|
-0.2%
|
|
|
5
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10.8M
|
+$1.21M
|
+39,735
|
+12%
|
|
|
6
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$7.57M
|
+$229K
|
+7,528
|
+3%
|
|
|
7
|
New York Life Investment Management
New York
|
$7.24M
|
-$218K
|
-7,158
|
-3%
|
|
|
8
|
City of London Investment Management
London,
United Kingdom
|
$6.58M
|
+$3.41M
|
+112,200
|
+99%
|
|
|
9
|
Brouwer & Janachowski
Mill Valley,
California
|
$6.34M
|
-$368K
|
-12,108
|
-5%
|
|
|
10
|
|
$5.82M
|
+$1.84M
|
+60,414
|
+44%
|
|
|
11
|
|
$5.65M
|
-$5.27M
|
-173,360
|
-47%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.47M
|
-$202K
|
-6,638
|
-3%
|
|
|
13
|
Exane Derivatives
Paris,
France
|
$5.39M
|
-$872K
|
-28,665
|
-13%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.6M
|
-$223K
|
-7,336
|
-4%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$4.45M
|
-$220K
|
-7,250
|
-5%
|
|
|
16
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$4.41M
|
+$584K
|
+19,220
|
+15%
|
|
|
17
|
Forward Management
San Francisco,
California
|
$4.31M
|
+$1.8M
|
+59,250
|
+67%
|
|
|
18
|
Bank of the West
Monterey Park,
California
|
$4.04M
|
+$112K
|
+3,691
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.92M
|
-$642K
|
-21,109
|
-13%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$3.61M
|
+$42.6K
|
+1,400
|
+1%
|
|
|
21
|
ING Group
Amsterdam,
Netherlands
|
$3.38M
|
–
|
–
|
–
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$3.2M
|
+$521K
|
+17,130
|
+19%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.99M
|
+$836K
|
+27,500
|
+37%
|
|
|
24
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$2.93M
|
–
|
–
|
–
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.9M
|
–
|
–
|
–
|
|
