|
1
|
|
$82.6M
|
+$1.6M
|
+15,895
|
+2%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$43.2M
|
+$4.16M
|
+41,305
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.8M
|
+$10.8M
|
+107,406
|
+72%
|
|
|
4
|
BlackRock Institutional Trust
San Francisco,
California
|
$20.4M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$1.59M
|
-15,742
|
-9%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$16.8M
|
+$633K
|
+6,285
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$1.26M
|
+12,551
|
+9%
|
|
|
8
|
|
$9.06M
|
-$5.16M
|
-51,247
|
-36%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.52M
|
+$5.36M
|
+53,211
|
+169%
|
|
|
10
|
James Investment Research
Alpha,
Ohio
|
$7.77M
|
+$4.93M
|
+48,976
|
+174%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$7.74M
|
+$349K
|
+3,465
|
+5%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$6.28M
|
+$82K
|
+814
|
+1%
|
|
|
13
|
Lee Financial
Dallas,
Texas
|
$3.69M
|
+$3.69M
|
+36,628
|
New
|
|
|
14
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$3.45M
|
+$9.67K
|
+96
|
+0.3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.35M
|
+$2.9M
|
+28,824
|
+650%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.34M
|
+$2.12M
|
+21,062
|
+174%
|
|
|
17
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.27M
|
-$160K
|
-1,593
|
-5%
|
|
|
18
|
New Capital Management
Houston,
Texas
|
$3.21M
|
+$3.21M
|
+31,850
|
New
|
|
|
19
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$3.08M
|
+$3.08M
|
+30,550
|
New
|
|
|
20
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$2.8M
|
+$2.8M
|
+27,787
|
New
|
|
|
21
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.73M
|
+$2.72M
|
+27,059
|
New
|
|
|
22
|
SG Americas Securities
New York
|
$2.63M
|
–
|
–
|
–
|
|
|
23
|
Comerica Securities
Detroit,
Michigan
|
$2.53M
|
+$310K
|
+3,082
|
+14%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$2.48M
|
+$789K
|
+7,835
|
+47%
|
|
|
25
|
|
$2.23M
|
+$286K
|
+2,840
|
+15%
|
|
