|
1
|
FutureAdvisor
San Francisco,
California
|
$28.5M
|
+$8.22M
|
+82,783
|
+40%
|
|
|
2
|
BlackRock Institutional Trust
San Francisco,
California
|
$20.2M
|
+$2.78M
|
+27,954
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
+$1.98M
|
+19,912
|
+11%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$15.1M
|
+$15.1M
|
+152,359
|
New
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$14.3M
|
+$2.53M
|
+25,505
|
+22%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
-$65K
|
-655
|
-0.5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$1.26M
|
-12,648
|
-9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$3.5M
|
+35,254
|
+51%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$9.04M
|
+$2.1M
|
+21,170
|
+31%
|
|
|
10
|
|
$7.51M
|
-$77.6K
|
-781
|
-1%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$7.21M
|
+$356K
|
+3,580
|
+5%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6.56M
|
+$207K
|
+2,089
|
+3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.96M
|
+$3.77M
|
+37,933
|
+172%
|
|
|
14
|
SG Americas Securities
New York
|
$4.97M
|
+$4.97M
|
+50,000
|
New
|
|
|
15
|
Virtu KCG Holdings
New York
|
$4.88M
|
+$4.87M
|
+49,059
|
New
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$4.36M
|
+$896K
|
+9,026
|
+26%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.24M
|
-$2.09M
|
-21,037
|
-33%
|
|
|
18
|
|
$4.04M
|
+$4.03M
|
+40,604
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.72M
|
-$365K
|
-3,679
|
-12%
|
|
|
20
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.72M
|
-$8.94K
|
-90
|
-0.3%
|
|
|
21
|
Ironwood Financial
Tucson,
Arizona
|
$2.51M
|
-$152K
|
-1,527
|
-6%
|
|
|
22
|
Comerica Securities
Detroit,
Michigan
|
$2.5M
|
-$39.6K
|
-399
|
-2%
|
|
|
23
|
James Investment Research
Alpha,
Ohio
|
$2.43M
|
–
|
–
|
–
|
|
|
24
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.91M
|
–
|
–
|
–
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.64M
|
+$1.6M
|
+16,110
|
+3,836%
|
|
