|
1
|
Aspiriant LLC
Los Angeles,
California
|
$73.1M
|
-$16.6M
|
-384,372
|
-18%
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
$31.2M
|
+$1.13M
|
+26,217
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$10.9M
|
+251,724
|
+91%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.4M
|
+$49.7K
|
+1,152
|
+0.5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.96M
|
-$572K
|
-13,248
|
-6%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.49M
|
-$206K
|
-4,782
|
-2%
|
|
|
7
|
|
$8.17M
|
-$801K
|
-18,561
|
-8%
|
|
|
8
|
Natixis Advisors
Boston,
Massachusetts
|
$6M
|
+$4.19M
|
+97,029
|
+190%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.99M
|
+$6.38M
|
+147,765
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.28M
|
+$84.9K
|
+1,968
|
+2%
|
|
|
11
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.16M
|
-$56.1K
|
-1,299
|
-1%
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$4.58M
|
+$674K
|
+15,621
|
+16%
|
|
|
13
|
|
$3.63M
|
+$2.41M
|
+55,830
|
+165%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$3.38M
|
-$111K
|
-2,577
|
-3%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$2.89M
|
-$357K
|
-8,277
|
-10%
|
|
|
16
|
Asset Management Group
Stamford,
Connecticut
|
$2.85M
|
+$5.44K
|
+126
|
+0.2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.77M
|
+$1.26M
|
+29,223
|
+75%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.5M
|
+$302K
|
+7,008
|
+13%
|
|
|
19
|
Howland Capital Management
Boston,
Massachusetts
|
$2.19M
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.04M
|
+$249K
|
+5,766
|
+13%
|
|
|
21
|
Third Avenue Management
New York
|
$2M
|
+$2.13M
|
+49,395
|
New
|
|
|
22
|
American International Group
New York
|
$1.99M
|
+$565K
|
+13,095
|
+36%
|
|
|
23
|
Dean Investment Associates
Beavercreek,
Ohio
|
$1.96M
|
+$2.09M
|
+48,450
|
New
|
|
|
24
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$1.96M
|
+$2.09M
|
+48,450
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.94M
|
-$63.3K
|
-1,467
|
-3%
|
|
