|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$17.6M
|
+$610K
|
+5,992
|
+4%
|
|
|
2
|
|
$17.4M
|
+$386K
|
+3,794
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
-$3.43M
|
-33,673
|
-17%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$12.5M
|
-$41.2M
|
-404,549
|
-77%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$497K
|
+4,877
|
+4%
|
|
|
6
|
|
$7.88M
|
+$205K
|
+2,011
|
+3%
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$7M
|
+$1.9M
|
+18,630
|
+38%
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$6.8M
|
+$620K
|
+6,090
|
+10%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$6.54M
|
-$46.6M
|
-457,032
|
-88%
|
|
|
10
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.38M
|
+$11.2K
|
+110
|
+0.2%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$5.58M
|
-$356K
|
-3,496
|
-6%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.38M
|
+$3.12M
|
+30,634
|
+253%
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$4.12M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.91M
|
-$113K
|
-1,108
|
-3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.32M
|
+$3.3M
|
+32,381
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.22M
|
-$35K
|
-344
|
-1%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.61M
|
-$1.45M
|
-14,220
|
-36%
|
|
|
18
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2.54M
|
-$28.5K
|
-280
|
-1%
|
|
|
19
|
Comerica Securities
Detroit,
Michigan
|
$2.47M
|
+$480K
|
+4,709
|
+24%
|
|
|
20
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.09M
|
-$363K
|
-3,565
|
-15%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.01M
|
-$1.89M
|
-18,522
|
-49%
|
|
|
22
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.79M
|
–
|
–
|
–
|
|
|
23
|
Placemark Investments
Chicago,
Illinois
|
$1.67M
|
-$22.4K
|
-220
|
-1%
|
|
|
24
|
Virtu KCG Holdings
New York
|
$1.65M
|
+$1.64M
|
+16,122
|
New
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.51M
|
+$230K
|
+2,255
|
+18%
|
|
