|
1
|
BlackRock Fund Advisors
San Francisco,
California
|
$254M
|
-$831K
|
-15,211
|
-0.3%
|
|
|
2
|
BlackRock Institutional Trust
San Francisco,
California
|
$169M
|
+$9.65M
|
+176,576
|
+6%
|
|
|
3
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$28.5M
|
-$5.68M
|
-103,929
|
-16%
|
|
|
4
|
Agilis Partners
Waltham,
Massachusetts
|
$22.1M
|
+$22.7M
|
+415,666
|
New
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$21.1M
|
+$11.8M
|
+216,404
|
+120%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.8M
|
+$2.07M
|
+37,922
|
+14%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$13.7M
|
+$11.9M
|
+218,099
|
+553%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.46M
|
+$5.52M
|
+100,969
|
+498%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.43M
|
+$2.02M
|
+37,045
|
+55%
|
|
|
10
|
|
$4.18M
|
+$1.11M
|
+20,252
|
+35%
|
|
|
11
|
Cobblestone Capital Advisors
Rochester,
New York
|
$3.55M
|
+$3.64M
|
+66,680
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.23M
|
-$445K
|
-8,142
|
-12%
|
|
|
13
|
ETF Portfolio Partners
Leawood,
Kansas
|
$2.49M
|
+$2.55M
|
+46,672
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.17M
|
-$996K
|
-18,237
|
-31%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.03M
|
+$1.97M
|
+36,000
|
+1,648%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$1.48M
|
+$989K
|
+18,096
|
+188%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.44M
|
+$1.47M
|
+26,949
|
New
|
|
|
18
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.23M
|
-$298K
|
-5,457
|
-19%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.19M
|
+$1.22M
|
+22,265
|
New
|
|
|
20
|
American International Group
New York
|
$1.16M
|
+$121K
|
+2,218
|
+11%
|
|
|
21
|
Naples Global Advisors
Naples,
Florida
|
$807K
|
+$298K
|
+5,460
|
+56%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$758K
|
+$778K
|
+14,237
|
New
|
|
|
23
|
Bank of New York Mellon
New York
|
$688K
|
+$3.28K
|
+60
|
+0.5%
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
$665K
|
+$22.8K
|
+417
|
+3%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$601K
|
-$405K
|
-7,407
|
-40%
|
|
