|
1
|
|
$601M
|
+$72.9M
|
+5,110,608
|
+14%
|
|
|
2
|
Crestone Asset Management
Boulder,
Colorado
|
$22.2M
|
-$1.2M
|
-84,090
|
-5%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$13.4M
|
+$537K
|
+37,649
|
+4%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$13.2M
|
–
|
–
|
–
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$5.98M
|
+$570K
|
+40,000
|
+10%
|
|
|
6
|
Makena Capital Management
Menlo Park,
California
|
$4.89M
|
-$75.6K
|
-5,300
|
-1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.87M
|
+$210K
|
+14,750
|
+4%
|
|
|
8
|
|
$4.78M
|
-$858K
|
-60,169
|
-15%
|
|
|
9
|
Bank of New York Mellon
New York
|
$2.82M
|
-$249K
|
-17,494
|
-8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.67M
|
+$957K
|
+67,085
|
+54%
|
|
|
11
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.33M
|
-$1.85M
|
-129,745
|
-45%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$2.06M
|
-$50K
|
-3,504
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.91M
|
+$7.39K
|
+518
|
+0.4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.49M
|
-$454K
|
-31,822
|
-23%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
+$126K
|
+8,853
|
+9%
|
|
|
16
|
Conning Inc
Hartford,
Connecticut
|
$1.4M
|
-$228K
|
-16,000
|
-14%
|
|
|
17
|
People's United Financial
Bridgeport,
Connecticut
|
$1.34M
|
-$16M
|
-1,122,846
|
-92%
|
|
|
18
|
Israel Discount Bank of New York
New York
|
$1.28M
|
+$4.21K
|
+295
|
+0.3%
|
|
|
19
|
Harvest Fund Management
Beijing,
China
|
$1.18M
|
-$270K
|
-18,939
|
-18%
|
|
|
20
|
National Planning Corporation
El Segundo,
California
|
$1.1M
|
+$95.6K
|
+6,704
|
+9%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.08M
|
+$1.1M
|
+77,218
|
New
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$869K
|
–
|
–
|
–
|
|
|
23
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$841K
|
+$856K
|
+60,000
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$834K
|
+$175K
|
+12,288
|
+26%
|
|
|
25
|
American Century Companies
Kansas City,
Missouri
|
$792K
|
-$50.2K
|
-3,517
|
-6%
|
|
