|
1
|
UBS Group
Zurich,
Switzerland
|
$54.3M
|
+$3.65M
|
+35,393
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$44.5M
|
+$6.8M
|
+65,974
|
+18%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25.7M
|
–
|
–
|
–
|
|
|
4
|
Stairway Partners
Chicago,
Illinois
|
$18.7M
|
-$49.2K
|
-477
|
-0.3%
|
|
|
5
|
Water Oak Advisors
Winter Park,
Florida
|
$10.8M
|
+$204K
|
+1,983
|
+2%
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.37M
|
+$369K
|
+3,576
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.43M
|
+$6.89M
|
+66,837
|
+1,602%
|
|
|
8
|
|
$5.17M
|
+$442K
|
+4,290
|
+9%
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.09M
|
+$5.01M
|
+48,642
|
New
|
|
|
10
|
Alexandria Capital
Arlington,
Virginia
|
$4.8M
|
-$8.76K
|
-85
|
-0.2%
|
|
|
11
|
|
$3.78M
|
-$330K
|
-3,200
|
-8%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$3.67M
|
-$20.6K
|
-200
|
-0.6%
|
|
|
13
|
|
$3.58M
|
+$1.5M
|
+14,534
|
+74%
|
|
|
14
|
Madison Investment Holdings
Madison,
Wisconsin
|
$3.17M
|
+$1.33M
|
+12,869
|
+74%
|
|
|
15
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$2.57M
|
+$2.53M
|
+24,532
|
New
|
|
|
16
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.33M
|
-$401K
|
-3,889
|
-15%
|
|
|
17
|
Hudson Capital Management
Ramsey,
New Jersey
|
$2.29M
|
+$2.25M
|
+21,870
|
New
|
|
|
18
|
Brinker Capital
Berwyn,
Pennsylvania
|
$2.11M
|
-$318K
|
-3,090
|
-13%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.06M
|
+$800K
|
+7,759
|
+65%
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.84M
|
-$7.21K
|
-70
|
-0.4%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
-$330K
|
-3,197
|
-16%
|
|
|
22
|
|
$1.34M
|
+$1.32M
|
+12,830
|
New
|
|
|
23
|
GAM Holding
Zurich,
Switzerland
|
$774K
|
–
|
–
|
–
|
|
|
24
|
Friedenthal Financial
Marlton,
New Jersey
|
$651K
|
-$12.9K
|
-125
|
-2%
|
|
|
25
|
10-15 Associates
Goshen,
New York
|
$580K
|
+$572K
|
+5,550
|
New
|
|
