|
1
|
Bank of America
Charlotte,
North Carolina
|
$177M
|
+$10.1M
|
+106,666
|
+6%
|
|
|
2
|
|
$107M
|
+$5.07M
|
+53,694
|
+5%
|
|
|
3
|
Arrow Investment Advisors
Laurel,
Maryland
|
$70.6M
|
+$1.57M
|
+16,600
|
+2%
|
|
|
4
|
Dorsey Wright & Associates
Pasadena,
California
|
$69.8M
|
+$1.57M
|
+16,600
|
+2%
|
|
|
5
|
|
$59.5M
|
+$11.7M
|
+124,280
|
+26%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$58.4M
|
+$2.19M
|
+23,206
|
+4%
|
|
|
7
|
Lourd Capital
Beverly Hills,
California
|
$54.5M
|
+$1.22M
|
+12,969
|
+2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.5M
|
+$123K
|
+1,303
|
+0.3%
|
|
|
9
|
Efficient Advisors
Mason,
Ohio
|
$32.8M
|
+$225K
|
+2,383
|
+0.7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$32.1M
|
+$598K
|
+6,337
|
+2%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25.4M
|
+$819K
|
+8,678
|
+3%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$22.3M
|
+$2.17M
|
+23,007
|
+11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.6M
|
+$249K
|
+2,639
|
+1%
|
|
|
14
|
Bank of New York Mellon
New York
|
$19.9M
|
+$2.35M
|
+24,880
|
+14%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.1M
|
+$1.77M
|
+18,791
|
+11%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$17.7M
|
+$26.3K
|
+279
|
+0.2%
|
|
|
17
|
|
$15.4M
|
+$9.47M
|
+100,396
|
+173%
|
|
|
18
|
Concord Asset Management (Illinois)
Chicago,
Illinois
|
$15.3M
|
-$66K
|
-700
|
-0.4%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$13M
|
-$185K
|
-1,957
|
-1%
|
|
|
20
|
Quest Investment Management
Lake Oswego,
Oregon
|
$12.4M
|
–
|
–
|
–
|
|
|
21
|
Pension Partners
New York
|
$12.2M
|
+$11.8M
|
+125,576
|
New
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.7M
|
-$127K
|
-1,348
|
-1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$9.52M
|
+100,890
|
+652%
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$10.7M
|
-$125K
|
-1,321
|
-1%
|
|
|
25
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$10.3M
|
+$10M
|
+106,188
|
New
|
|
