|
1
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
+$2.35M
|
+50,389
|
+10%
|
|
|
2
|
William Blair & Company
Chicago,
Illinois
|
$27M
|
+$3.2M
|
+68,750
|
+14%
|
|
|
3
|
|
$20.8M
|
-$2.18M
|
-46,942
|
-10%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$17.8M
|
+$8.92M
|
+191,739
|
+109%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.9M
|
+$8.76M
|
+188,226
|
+118%
|
|
|
6
|
|
$12.2M
|
+$99.6K
|
+2,140
|
+0.9%
|
|
|
7
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$12.2M
|
+$9.7M
|
+208,342
|
+485%
|
|
|
8
|
|
$9.31M
|
-$15.3M
|
-328,096
|
-63%
|
|
|
9
|
Accuvest Global Advisors
Provo,
Utah
|
$8.98M
|
+$8.62M
|
+185,100
|
New
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$8.59M
|
-$122K
|
-2,625
|
-1%
|
|
|
11
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$8.41M
|
-$16.4M
|
-351,347
|
-67%
|
|
|
12
|
Madison Investment Holdings
Madison,
Wisconsin
|
$7.89M
|
+$7.57M
|
+162,725
|
New
|
|
|
13
|
|
$7.64M
|
-$6.57M
|
-141,142
|
-47%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.2M
|
+$385K
|
+8,269
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.23M
|
+$1.53M
|
+32,884
|
+34%
|
|
|
16
|
|
$5.33M
|
+$394K
|
+8,470
|
+8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.24M
|
-$305K
|
-6,552
|
-6%
|
|
|
18
|
Permanens Capital
New York
|
$5.23M
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.94M
|
+$261K
|
+5,598
|
+6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.85M
|
+$4.06M
|
+87,317
|
+688%
|
|
|
21
|
Lazard Asset Management
New York
|
$4.84M
|
+$4.65M
|
+99,815
|
New
|
|
|
22
|
SG Americas Securities
New York
|
$4.33M
|
+$2.74M
|
+58,907
|
+194%
|
|
|
23
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$4.26M
|
+$4.09M
|
+87,845
|
New
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$3.49M
|
+$46.4K
|
+997
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.3M
|
+$1.94M
|
+41,737
|
+159%
|
|
