|
1
|
|
$60.2M
|
+$60.3M
|
+608,121
|
+60,812,100%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$23.8M
|
+$4.14M
|
+41,721
|
+21%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
+$5.43M
|
+54,767
|
+32%
|
|
|
4
|
BlackRock Institutional Trust
San Francisco,
California
|
$20.1M
|
–
|
–
|
–
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$16.4M
|
+$2.76M
|
+27,889
|
+20%
|
|
|
6
|
|
$16.2M
|
-$406K
|
-4,092
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$2.74M
|
+27,624
|
+20%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$16M
|
+$115K
|
+1,160
|
+0.7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
-$32.5M
|
-327,509
|
-72%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$58.4K
|
+589
|
+0.5%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$7.32M
|
-$26.5K
|
-267
|
-0.4%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6.35M
|
+$19.8K
|
+200
|
+0.3%
|
|
|
13
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$6.17M
|
-$370K
|
-3,737
|
-6%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$5.36M
|
+$210K
|
+2,123
|
+4%
|
|
|
15
|
Ronald Blue & Co
Roswell,
Georgia
|
$4.99M
|
+$3.92M
|
+39,585
|
+363%
|
|
|
16
|
SG Americas Securities
New York
|
$4.95M
|
–
|
–
|
–
|
|
|
17
|
James Investment Research
Alpha,
Ohio
|
$4.27M
|
+$1.77M
|
+17,850
|
+70%
|
|
|
18
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$3.05M
|
+$3.06M
|
+30,856
|
New
|
|
|
19
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.65M
|
+$123K
|
+1,239
|
+5%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.54M
|
-$291K
|
-2,940
|
-10%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.51M
|
+$644K
|
+6,501
|
+34%
|
|
|
22
|
Comerica Securities
Detroit,
Michigan
|
$2.38M
|
-$19.6K
|
-198
|
-0.8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.23M
|
+$1.05M
|
+10,563
|
+89%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.08M
|
-$140K
|
-1,409
|
-6%
|
|
|
25
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.77M
|
–
|
–
|
–
|
|
