|
1
|
FutureAdvisor
San Francisco,
California
|
$54.2M
|
+$8.82M
|
+88,719
|
+19%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.4M
|
+$23.6M
|
+237,804
|
+108%
|
|
|
3
|
BlackRock Institutional Trust
San Francisco,
California
|
$20.2M
|
–
|
–
|
–
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$19.7M
|
+$2.83M
|
+28,440
|
+17%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$17M
|
+$2.59M
|
+26,050
|
+18%
|
|
|
6
|
|
$16.7M
|
-$747K
|
-7,514
|
-4%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$16M
|
+$2.88K
|
+29
|
+0%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$13.6M
|
+$2.75M
|
+27,629
|
+25%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$1.26M
|
+12,637
|
+10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$668K
|
-6,721
|
-5%
|
|
|
11
|
|
$8.18M
|
+$7.46M
|
+75,095
|
+1,025%
|
|
|
12
|
CPWM LLC
Seattle,
Washington
|
$7.37M
|
+$42.1K
|
+424
|
+0.6%
|
|
|
13
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$6.56M
|
-$603K
|
-6,070
|
-8%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$6.36M
|
-$23.9K
|
-240
|
-0.4%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$5.17M
|
+$4.57K
|
+46
|
+0.1%
|
|
|
16
|
SG Americas Securities
New York
|
$4.96M
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.84M
|
+$2.84M
|
+28,620
|
New
|
|
|
18
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.54M
|
-$16.3K
|
-164
|
-0.6%
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$2.52M
|
+$49.2K
|
+495
|
+2%
|
|
|
20
|
Comerica Securities
Detroit,
Michigan
|
$2.4M
|
-$117K
|
-1,182
|
-5%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.23M
|
-$149K
|
-1,501
|
-6%
|
|
|
22
|
Virtu KCG Holdings
New York
|
$2.16M
|
-$880K
|
-8,856
|
-29%
|
|
|
23
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.92M
|
–
|
–
|
–
|
|
|
24
|
Ironwood Financial
Tucson,
Arizona
|
$1.88M
|
-$156K
|
-1,569
|
-8%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.88M
|
-$14.4K
|
-145
|
-0.8%
|
|
