|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$56.6M
|
+$5.56M
|
+55,013
|
+11%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$49M
|
+$2.38M
|
+23,555
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$31.7M
|
-$3.84M
|
-38,023
|
-11%
|
|
|
4
|
Credit Agricole
Montrouge Cedex,
France
|
$22.3M
|
+$22.3M
|
+220,766
|
New
|
|
|
5
|
|
$11.7M
|
-$4.03M
|
-39,915
|
-26%
|
|
|
6
|
BlackRock Institutional Trust
San Francisco,
California
|
$11.3M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.96M
|
+$3.24M
|
+32,099
|
+48%
|
|
|
8
|
Nottingham Advisors
Amherst,
New York
|
$8.29M
|
-$339K
|
-3,357
|
-4%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8.16M
|
+$1.52K
|
+15
|
+0%
|
|
|
10
|
|
$8.03M
|
-$3.33M
|
-32,987
|
-29%
|
|
|
11
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.29M
|
+$3.84K
|
+38
|
+0.1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$5.92M
|
+$5.92M
|
+58,560
|
New
|
|
|
13
|
Madden Advisory Services
Jacksonville,
Florida
|
$5.15M
|
-$4.45M
|
-44,043
|
-46%
|
|
|
14
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.06M
|
+$5.05M
|
+49,973
|
+185,085%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.29M
|
+$4.29M
|
+42,432
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.24M
|
-$473K
|
-4,685
|
-10%
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$4.05M
|
–
|
–
|
–
|
|
|
18
|
CPWM LLC
Seattle,
Washington
|
$3.05M
|
–
|
–
|
–
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$2.74M
|
–
|
–
|
–
|
|
|
20
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2.6M
|
-$79.8K
|
-790
|
-3%
|
|
|
21
|
Community Financial System
Syracuse,
New York
|
$2.39M
|
–
|
–
|
–
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.3M
|
+$1.03M
|
+10,172
|
+81%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.1M
|
-$1.59M
|
-15,698
|
-43%
|
|
|
24
|
Placemark Investments
Chicago,
Illinois
|
$1.78M
|
+$1.78M
|
+17,631
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.68M
|
-$4.46M
|
-44,118
|
-73%
|
|
