|
1
|
|
$96.9M
|
+$4.52M
|
+131,775
|
+5%
|
|
|
2
|
|
$18M
|
-$2.75M
|
-80,042
|
-13%
|
|
|
3
|
Curian Capital
Denver,
Colorado
|
$11.9M
|
-$8.72M
|
-254,395
|
-42%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
-$766K
|
-22,334
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.07M
|
+$1.32M
|
+38,426
|
+17%
|
|
|
6
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$6.81M
|
+$436K
|
+12,700
|
+7%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.13M
|
+$413K
|
+12,033
|
+7%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.67M
|
+$133K
|
+3,874
|
+5%
|
|
|
9
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$2.39M
|
+$2.4M
|
+70,069
|
New
|
|
|
10
|
Bluefin Capital Management
New York
|
$2.19M
|
+$2.2M
|
+64,177
|
New
|
|
|
11
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.99M
|
–
|
–
|
–
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$1.85M
|
+$469K
|
+13,686
|
+34%
|
|
|
13
|
American International Group
New York
|
$1.83M
|
-$23.6K
|
-689
|
-1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.52M
|
+$1.37M
|
+39,836
|
+826%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.47M
|
-$17K
|
-495
|
-1%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.32M
|
-$11.8K
|
-344
|
-0.9%
|
|
|
17
|
NBT Bank
Norwich,
New York
|
$1.32M
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$125K
|
+3,653
|
+11%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$1.15M
|
-$77.7K
|
-2,267
|
-6%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$951K
|
+$211K
|
+6,162
|
+28%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$916K
|
+$206K
|
+6,011
|
+29%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$837K
|
–
|
–
|
–
|
|
|
23
|
Virtu KCG Holdings
New York
|
$826K
|
+$830K
|
+24,200
|
New
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$807K
|
+$41.3K
|
+1,204
|
+5%
|
|
|
25
|
Acropolis Investment Management
St. Louis,
Missouri
|
$794K
|
–
|
–
|
–
|
|
