|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$87.9M
|
+$3.4M
|
+54,280
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$36.1M
|
-$575K
|
-9,180
|
-2%
|
|
|
3
|
|
$29M
|
+$4.08M
|
+65,126
|
+16%
|
|
|
4
|
Meitav Investment House
Bene-Beraq,
Israel
|
$11.7M
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$618K
|
+9,866
|
+6%
|
|
|
6
|
Perella Weinberg Partners Capital Management
New York
|
$11.4M
|
-$638K
|
-10,197
|
-5%
|
|
|
7
|
Weil Company
San Diego,
California
|
$10.5M
|
+$4.51M
|
+72,117
|
+75%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$9.17M
|
-$112K
|
-1,786
|
-1%
|
|
|
9
|
Strategic Capital Advisers
Denver,
Colorado
|
$8.43M
|
+$2.58M
|
+41,257
|
+45%
|
|
|
10
|
Donoghue Forlines
Boston,
Massachusetts
|
$8.05M
|
+$3.14M
|
+50,176
|
+63%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.82M
|
+$681K
|
+10,876
|
+9%
|
|
|
12
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$4.87M
|
+$4.9M
|
+78,333
|
New
|
|
|
13
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.29M
|
-$3.31M
|
-52,945
|
-50%
|
|
|
14
|
Clal Insurance
Tel-Aviv,
Israel
|
$2.92M
|
+$2.94M
|
+47,000
|
New
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$2.88M
|
–
|
–
|
–
|
|
|
16
|
Ballast Inc
Lexington,
Kentucky
|
$2.85M
|
+$3.63K
|
+58
|
+0.1%
|
|
|
17
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$2.81M
|
+$486K
|
+7,769
|
+21%
|
|
|
18
|
|
$2.62M
|
+$67.4K
|
+1,076
|
+3%
|
|
|
19
|
AllianceBernstein
Nashville,
Tennessee
|
$2.59M
|
-$3.34M
|
-53,373
|
-56%
|
|
|
20
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.24M
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.06M
|
+$32.9K
|
+526
|
+2%
|
|
|
22
|
NBT Bank
Norwich,
New York
|
$2.05M
|
-$313K
|
-5,000
|
-13%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$2.03M
|
+$2.05M
|
+32,690
|
New
|
|
|
24
|
10-15 Associates
Goshen,
New York
|
$1.93M
|
-$85K
|
-1,358
|
-4%
|
|
|
25
|
State Street
Boston,
Massachusetts
|
$1.9M
|
+$282K
|
+4,500
|
+17%
|
|
