|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$52.9M
|
-$3.6M
|
-35,543
|
-6%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$47.7M
|
-$1.22M
|
-12,089
|
-2%
|
|
|
3
|
Credit Agricole
Montrouge Cedex,
France
|
$38.7M
|
+$16.4M
|
+162,044
|
+73%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
-$4.23M
|
-41,806
|
-13%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$11.4M
|
+$180K
|
+1,777
|
+2%
|
|
|
6
|
|
$11.3M
|
-$384K
|
-3,790
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10M
|
+$111K
|
+1,095
|
+1%
|
|
|
8
|
|
$9.74M
|
+$1.73M
|
+17,094
|
+22%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.05M
|
+$4.98M
|
+49,117
|
+237%
|
|
|
10
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.28M
|
–
|
–
|
–
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$5.75M
|
-$162K
|
-1,603
|
-3%
|
|
|
12
|
CPWM LLC
Seattle,
Washington
|
$5.52M
|
+$2.47M
|
+24,367
|
+80%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.98M
|
+$3.31M
|
+32,677
|
+197%
|
|
|
14
|
Ronald Blue & Co
Roswell,
Georgia
|
$4.62M
|
+$3.92M
|
+38,668
|
+546%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.36M
|
+$135K
|
+1,330
|
+3%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$4.04M
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.88M
|
-$405K
|
-3,995
|
-9%
|
|
|
18
|
Personal Capital Advisors
Redwood City,
California
|
$3.75M
|
+$3.76M
|
+37,121
|
New
|
|
|
19
|
Madden Advisory Services
Jacksonville,
Florida
|
$3.71M
|
-$1.43M
|
-14,127
|
-28%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.42M
|
-$4.74M
|
-46,748
|
-58%
|
|
|
21
|
James Investment Research
Alpha,
Ohio
|
$2.87M
|
–
|
–
|
–
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.76M
|
-$2.3M
|
-22,700
|
-45%
|
|
|
23
|
Nottingham Advisors
Amherst,
New York
|
$2.52M
|
-$5.77M
|
-56,975
|
-70%
|
|
|
24
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2.49M
|
-$102K
|
-1,010
|
-4%
|
|
|
25
|
Bluefin Capital Management
New York
|
$1.96M
|
+$1.97M
|
+19,414
|
New
|
|
