|
1
|
|
$67.8M
|
+$6.48M
|
+65,162
|
+11%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$28.2M
|
+$3.96M
|
+39,785
|
+17%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$21.1M
|
-$1.56M
|
-15,642
|
-7%
|
|
|
4
|
BlackRock Institutional Trust
San Francisco,
California
|
$20.4M
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$2.92M
|
+29,402
|
+18%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$16.4M
|
-$208K
|
-2,091
|
-1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$2.55M
|
+25,630
|
+20%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$14.2M
|
-$2.13M
|
-21,453
|
-13%
|
|
|
9
|
|
$13.6M
|
-$2.85M
|
-28,641
|
-17%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
-$274K
|
-2,756
|
-2%
|
|
|
11
|
SG Americas Securities
New York
|
$7.67M
|
+$2.6M
|
+26,132
|
+52%
|
|
|
12
|
CPWM LLC
Seattle,
Washington
|
$7.28M
|
-$166K
|
-1,665
|
-2%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$6.71M
|
+$240K
|
+2,413
|
+4%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$5.68M
|
+$220K
|
+2,214
|
+4%
|
|
|
15
|
Tactical Allocation Group
Birmingham,
Michigan
|
$5.08M
|
+$5.02M
|
+50,442
|
New
|
|
|
16
|
|
$4.52M
|
+$4.46M
|
+44,890
|
New
|
|
|
17
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$3.69M
|
+$577K
|
+5,798
|
+19%
|
|
|
18
|
Virtu KCG Holdings
New York
|
$3.58M
|
+$1.85M
|
+18,615
|
+110%
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$3.17M
|
-$1.17M
|
-11,734
|
-27%
|
|
|
20
|
Concert Wealth Management
San Jose,
California
|
$3.02M
|
+$2.98M
|
+29,999
|
New
|
|
|
21
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.63M
|
-$65K
|
-654
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.49M
|
+$225K
|
+2,258
|
+10%
|
|
|
23
|
Comerica Securities
Detroit,
Michigan
|
$2.23M
|
-$183K
|
-1,845
|
-8%
|
|
|
24
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.08M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.61M
|
-$935K
|
-9,402
|
-37%
|
|
