|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$1.62B
|
-$25.6K
|
-1,512
|
-2%
|
|
|
2
|
|
$120M
|
+$1.85M
|
+109,278
|
+2%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$51.2M
|
+$402K
|
+23,700
|
+0.8%
|
|
|
4
|
|
$29.4M
|
+$2.76M
|
+162,835
|
+11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$22.2M
|
+$793K
|
+46,752
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
+$1.82M
|
+107,437
|
+13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$11.8M
|
+695,628
|
+110,068%
|
|
|
8
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11.5M
|
+$663K
|
+39,081
|
+6%
|
|
|
9
|
|
$10.8M
|
-$1.95M
|
-115,215
|
-16%
|
|
|
10
|
Country Club Trust
Kansas City,
Missouri
|
$9.7M
|
+$990K
|
+58,395
|
+12%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$8.48M
|
-$817K
|
-48,206
|
-9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.84M
|
+$648K
|
+38,206
|
+11%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.73M
|
-$1.31M
|
-77,051
|
-17%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$5.22M
|
+$5.12M
|
+301,943
|
New
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.16M
|
+$94K
|
+5,541
|
+2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.52M
|
+$3.51M
|
+207,021
|
+380%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.12M
|
+$2.5M
|
+147,620
|
+162%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.28M
|
+$982K
|
+57,895
|
+43%
|
|
|
19
|
Thomaspartners
Boston,
Massachusetts
|
$3.23M
|
-$356K
|
-20,988
|
-10%
|
|
|
20
|
|
$2.8M
|
+$333K
|
+19,610
|
+14%
|
|
|
21
|
American International Group
New York
|
$2.74M
|
+$114K
|
+6,743
|
+4%
|
|
|
22
|
Citizens Business Bank
Ontario,
California
|
$2.65M
|
+$175K
|
+10,347
|
+7%
|
|
|
23
|
|
$2.08M
|
+$1.36M
|
+80,379
|
+202%
|
|
|
24
|
National Planning Corporation
El Segundo,
California
|
$1.99M
|
+$255K
|
+15,015
|
+15%
|
|
|
25
|
HSBC Holdings
London,
United Kingdom
|
$1.81M
|
–
|
–
|
–
|
|
