|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$17.6M
|
+$289K
|
+2,850
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
+$703K
|
+6,924
|
+4%
|
|
|
3
|
|
$13.5M
|
-$3.68M
|
-36,187
|
-21%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$12.2M
|
-$44.2K
|
-435
|
-0.4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$385K
|
+3,789
|
+3%
|
|
|
6
|
Personal Capital Advisors
Redwood City,
California
|
$9.5M
|
+$2.67M
|
+26,291
|
+39%
|
|
|
7
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$7.99M
|
+$8.07M
|
+79,460
|
New
|
|
|
8
|
|
$7.77M
|
+$44.4K
|
+437
|
+0.6%
|
|
|
9
|
CPWM LLC
Seattle,
Washington
|
$6.9M
|
+$239K
|
+2,349
|
+4%
|
|
|
10
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.29M
|
+$34.7K
|
+342
|
+0.5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$5.63M
|
+$168K
|
+1,651
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.83M
|
-$18.6K
|
-183
|
-0.5%
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$3.81M
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.1M
|
-$153K
|
-1,509
|
-5%
|
|
|
15
|
|
$3.06M
|
+$1.64M
|
+16,114
|
+113%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3M
|
-$169K
|
-1,666
|
-5%
|
|
|
17
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.86M
|
–
|
–
|
–
|
|
|
18
|
Comerica Securities
Detroit,
Michigan
|
$2.48M
|
+$58.9K
|
+580
|
+2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.47M
|
-$85.5K
|
-842
|
-3%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.39M
|
-$4.06M
|
-40,009
|
-63%
|
|
|
21
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2.36M
|
-$130K
|
-1,280
|
-5%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.27M
|
-$2.04M
|
-20,133
|
-47%
|
|
|
23
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.81M
|
-$241K
|
-2,375
|
-12%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.66M
|
-$317K
|
-3,125
|
-16%
|
|
|
25
|
Placemark Investments
Chicago,
Illinois
|
$1.61M
|
-$21.9K
|
-216
|
-1%
|
|
