|
1
|
FutureAdvisor
San Francisco,
California
|
$45.7M
|
+$16.9M
|
+169,686
|
+59%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22M
|
+$2.13M
|
+21,348
|
+11%
|
|
|
3
|
BlackRock Institutional Trust
San Francisco,
California
|
$20.3M
|
–
|
–
|
–
|
|
|
4
|
|
$17.5M
|
+$9.96M
|
+99,784
|
+132%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$17M
|
+$2.78M
|
+27,814
|
+20%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$16.1M
|
+$866K
|
+8,671
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.5M
|
+$708K
|
+7,093
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$916K
|
+9,171
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
+$1.91M
|
+19,138
|
+18%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$11M
|
+$1.94M
|
+19,460
|
+22%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$7.38M
|
+$130K
|
+1,298
|
+2%
|
|
|
12
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$7.21M
|
+$7.2M
|
+72,140
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$6.42M
|
-$178K
|
-1,783
|
-3%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$5.2M
|
+$818K
|
+8,195
|
+19%
|
|
|
15
|
SG Americas Securities
New York
|
$5M
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.9M
|
-$2.1M
|
-20,986
|
-35%
|
|
|
17
|
Virtu KCG Holdings
New York
|
$3.06M
|
-$1.84M
|
-18,430
|
-38%
|
|
|
18
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.57M
|
-$159K
|
-1,596
|
-6%
|
|
|
19
|
Comerica Securities
Detroit,
Michigan
|
$2.54M
|
+$27.7K
|
+277
|
+1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.49M
|
-$240K
|
-2,403
|
-9%
|
|
|
21
|
James Investment Research
Alpha,
Ohio
|
$2.48M
|
+$2.48M
|
+24,844
|
New
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.39M
|
+$739K
|
+7,402
|
+45%
|
|
|
23
|
Ironwood Financial
Tucson,
Arizona
|
$2.05M
|
-$477K
|
-4,777
|
-19%
|
|
|
24
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.95M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.9M
|
-$2.36M
|
-23,643
|
-55%
|
|
