|
1
|
FutureAdvisor
San Francisco,
California
|
$20.3M
|
+$20.5M
|
+204,903
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.7M
|
+$388K
|
+3,874
|
+2%
|
|
|
3
|
BlackRock Institutional Trust
San Francisco,
California
|
$17.3M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
+$2.1M
|
+20,984
|
+18%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$13.9M
|
+138,410
|
New
|
|
|
6
|
Personal Capital Advisors
Redwood City,
California
|
$11.6M
|
+$2.23M
|
+22,292
|
+24%
|
|
|
7
|
|
$7.56M
|
-$95.8K
|
-956
|
-1%
|
|
|
8
|
Modera Wealth Management
Westwood,
New Jersey
|
$7.45M
|
+$5.16M
|
+51,481
|
+217%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$6.85M
|
+$5.43M
|
+54,217
|
+362%
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$6.83M
|
+$28.1K
|
+281
|
+0.4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.81M
|
+$5.38M
|
+53,745
|
+359%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6.33M
|
+$792K
|
+7,902
|
+14%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.31M
|
+$3.4M
|
+33,945
|
+114%
|
|
|
14
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.2M
|
–
|
–
|
–
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$3.45M
|
+$3.49M
|
+34,796
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.07M
|
-$700K
|
-6,989
|
-18%
|
|
|
17
|
James Investment Research
Alpha,
Ohio
|
$3.03M
|
–
|
–
|
–
|
|
|
18
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.71M
|
+$2.75M
|
+27,423
|
New
|
|
|
19
|
Ironwood Financial
Tucson,
Arizona
|
$2.66M
|
+$2.69M
|
+26,810
|
New
|
|
|
20
|
Comerica Securities
Detroit,
Michigan
|
$2.53M
|
+$81.4K
|
+813
|
+3%
|
|
|
21
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.36M
|
–
|
–
|
–
|
|
|
22
|
Buffington Mohr McNeal
Boise,
Idaho
|
$2.23M
|
-$88.7K
|
-885
|
-4%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.18M
|
-$55.6K
|
-555
|
-2%
|
|
|
24
|
TD Capital Management
Memphis,
Tennessee
|
$1.72M
|
+$1.74M
|
+17,351
|
New
|
|
|
25
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.7M
|
-$87K
|
-869
|
-5%
|
|
