|
1
|
Cerity Partners OCIO
New York
|
$53.3M
|
+$5.48M
|
+54,077
|
+11%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$52.7M
|
-$324K
|
-3,203
|
-0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
-$7.09M
|
-70,039
|
-26%
|
|
|
4
|
|
$16.8M
|
+$5.56M
|
+54,852
|
+49%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$16.8M
|
+$5.36M
|
+52,946
|
+47%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$963K
|
+9,504
|
+10%
|
|
|
7
|
|
$7.57M
|
-$2.19M
|
-21,637
|
-22%
|
|
|
8
|
Credit Agricole
Montrouge Cedex,
France
|
$6.75M
|
-$32M
|
-316,110
|
-83%
|
|
|
9
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.29M
|
–
|
–
|
–
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$6.09M
|
+$567K
|
+5,601
|
+10%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$5.86M
|
+$94.8K
|
+936
|
+2%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$5.02M
|
+$1.27M
|
+12,531
|
+34%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.01M
|
+$122K
|
+1,202
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.97M
|
-$398K
|
-3,925
|
-9%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.86M
|
+$431K
|
+4,256
|
+13%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.22M
|
-$3.85M
|
-38,061
|
-54%
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.76M
|
–
|
–
|
–
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$2.62M
|
–
|
–
|
–
|
|
|
19
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2.53M
|
+$36K
|
+355
|
+1%
|
|
|
20
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.43M
|
-$1.29M
|
-12,758
|
-35%
|
|
|
21
|
Comerica Securities
Detroit,
Michigan
|
$1.97M
|
+$530K
|
+5,230
|
+37%
|
|
|
22
|
Placemark Investments
Chicago,
Illinois
|
$1.67M
|
-$103K
|
-1,019
|
-6%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.26M
|
+$51.2K
|
+506
|
+4%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
-$3.77M
|
-37,181
|
-75%
|
|
|
25
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.18M
|
–
|
–
|
–
|
|
