|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
-$6.65M
|
-144,919
|
-14%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$27.5M
|
+$3.45M
|
+75,189
|
+14%
|
|
|
3
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$14.3M
|
-$3.79M
|
-82,637
|
-20%
|
|
|
4
|
|
$11M
|
+$93.7K
|
+2,043
|
+0.8%
|
|
|
5
|
Hilltop Partners
Mishawaka,
Indiana
|
$9.16M
|
+$318K
|
+6,925
|
+4%
|
|
|
6
|
New Capital Management
Houston,
Texas
|
$3.79M
|
+$1.32M
|
+28,778
|
+52%
|
|
|
7
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.73M
|
+$802K
|
+17,483
|
+27%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.6M
|
+$202K
|
+4,396
|
+6%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.9M
|
+$337K
|
+7,343
|
+13%
|
|
|
10
|
|
$2.62M
|
+$106K
|
+2,303
|
+4%
|
|
|
11
|
|
$2.5M
|
+$2.54M
|
+55,440
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.22M
|
+$1.96M
|
+42,737
|
+651%
|
|
|
13
|
Hamrick Investment Counsel
Seattle,
Washington
|
$2.19M
|
+$115K
|
+2,500
|
+5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.18M
|
+$10.6K
|
+231
|
+0.5%
|
|
|
15
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.15M
|
+$202K
|
+4,395
|
+10%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.75M
|
+$1.78M
|
+38,810
|
New
|
|
|
17
|
Strategic Financial Partners
Bend,
Oregon
|
$1.6M
|
+$1.08M
|
+23,455
|
+195%
|
|
|
18
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.46M
|
+$9.68K
|
+211
|
+0.7%
|
|
|
19
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.44M
|
+$128K
|
+2,801
|
+10%
|
|
|
20
|
DZ Bank
Frankfurt Am Main,
Germany
|
$1.16M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$990K
|
-$33.5K
|
-731
|
-3%
|
|
|
22
|
|
$988K
|
+$1M
|
+21,902
|
New
|
|
|
23
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$960K
|
-$45.7K
|
-997
|
-4%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$743K
|
+$113K
|
+2,461
|
+18%
|
|
|
25
|
Bank of New York Mellon
New York
|
$681K
|
+$363K
|
+7,920
|
+110%
|
|
