|
1
|
|
$958M
|
+$45.4M
|
+1,926,330
|
+5%
|
|
|
2
|
|
$801M
|
+$438M
|
+18,579,557
|
+124%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$221M
|
+$1.33M
|
+56,581
|
+0.6%
|
|
|
4
|
|
$142M
|
+$3.24M
|
+137,317
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
-$3.5M
|
-148,519
|
-3%
|
|
|
6
|
Mercer Investments
Boston,
Massachusetts
|
$68.6M
|
-$15.5M
|
-656,497
|
-19%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$46.4M
|
+$10.3M
|
+436,157
|
+29%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$37.1M
|
-$230K
|
-9,768
|
-0.6%
|
|
|
9
|
Wharton Business Group
Malvern,
Pennsylvania
|
$28.3M
|
-$10.7M
|
-455,685
|
-28%
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$27.9M
|
+$474K
|
+20,116
|
+2%
|
|
|
11
|
BOK Financial Private Wealth
Denver,
Colorado
|
$27.4M
|
-$16.9K
|
-715
|
-0.1%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$23.8M
|
+$3.47M
|
+147,300
|
+17%
|
|
|
13
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$23.1M
|
+$597K
|
+25,307
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$778K
|
+32,983
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$6.94M
|
+294,234
|
+69%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.6M
|
-$4.87M
|
-206,501
|
-25%
|
|
|
17
|
Harvest Capital Management
Concord,
New Hampshire
|
$14.4M
|
+$330K
|
+14,002
|
+2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.4M
|
-$973K
|
-41,252
|
-6%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$13.8M
|
-$1.91M
|
-80,826
|
-12%
|
|
|
20
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$13.8M
|
+$22K
|
+931
|
+0.2%
|
|
|
21
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.7M
|
+$2.49M
|
+105,503
|
+28%
|
|
|
22
|
Flow Traders U.S.
New York
|
$11M
|
+$9.63M
|
+408,430
|
+776%
|
|
|
23
|
RNC Capital Management
Los Angeles,
California
|
$10.8M
|
-$1.02M
|
-43,092
|
-9%
|
|
|
24
|
|
$10.4M
|
+$1.32M
|
+55,806
|
+15%
|
|
|
25
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$9.08M
|
-$3.45M
|
-146,454
|
-28%
|
|
