|
26
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$375K
|
+$18.4K
|
+4,827
|
+5%
|
|
|
27
|
Advisors Asset Management
Monument,
Colorado
|
$373K
|
+$398K
|
+104,262
|
New
|
|
|
28
|
Cowen Investment Management
New York
|
$358K
|
+$382K
|
+100,000
|
New
|
|
|
29
|
SignatureFD
Atlanta,
Georgia
|
$312K
|
+$1.79K
|
+469
|
+0.5%
|
|
|
30
|
Bank of New York Mellon
New York
|
$310K
|
-$135K
|
-35,352
|
-29%
|
|
|
31
|
Forum Financial Management
Lombard,
Illinois
|
$269K
|
–
|
–
|
–
|
|
|
32
|
State Street
Boston,
Massachusetts
|
$220K
|
+$152K
|
+39,812
|
+185%
|
|
|
33
|
Advisor Partners
Walnut Creek,
California
|
$213K
|
-$52K
|
-13,632
|
-19%
|
|
|
34
|
Comerica Bank
Dallas,
Texas
|
$204K
|
-$1.37K
|
-360
|
-0.7%
|
|
|
35
|
Morningstar Investment Services
Chicago,
Illinois
|
$203K
|
+$39.1K
|
+10,246
|
+22%
|
|
|
36
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$200K
|
-$35.9K
|
-9,399
|
-14%
|
|
|
37
|
DMC Group
Birmingham,
Alabama
|
$200K
|
+$38.9K
|
+10,185
|
+23%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$190K
|
-$118K
|
-30,849
|
-37%
|
|
|
39
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$178K
|
-$1.37K
|
-360
|
-0.7%
|
|
|
40
|
Credit Suisse
Zurich,
Switzerland
|
$170K
|
+$181K
|
+47,426
|
New
|
|
|
41
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$164K
|
-$25.3K
|
-6,624
|
-13%
|
|
|
42
|
Ameriprise
Minneapolis,
Minnesota
|
$163K
|
-$50K
|
-13,095
|
-22%
|
|
|
43
|
Bailard
Foster City,
California
|
$163K
|
+$19.5K
|
+5,103
|
+13%
|
|
|
44
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$158K
|
-$41.8K
|
-10,951
|
-20%
|
|
|
45
|
Corient Capital Partners
Newport Beach,
California
|
$153K
|
+$20.8K
|
+5,441
|
+15%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$134K
|
+$7.47K
|
+1,956
|
+6%
|
|
|
47
|
BSW Wealth Partners
Boulder,
Colorado
|
$134K
|
+$14.7K
|
+3,861
|
+11%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$131K
|
-$14.6K
|
-3,821
|
-9%
|
|
|
49
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$124K
|
+$3.31K
|
+868
|
+3%
|
|
|
50
|
INVST
Indianapolis,
Indiana
|
$119K
|
–
|
–
|
–
|
|
