|
1
|
Bank of America
Charlotte,
North Carolina
|
$143M
|
+$39.2M
|
+716,459
|
+40%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$48.2M
|
+$3.09M
|
+56,439
|
+7%
|
|
|
3
|
|
$25M
|
-$319K
|
-5,822
|
-1%
|
|
|
4
|
Comerica Bank
Dallas,
Texas
|
$15M
|
+$14.4M
|
+263,778
|
New
|
|
|
5
|
Choate Investment Advisors
Boston,
Massachusetts
|
$9.37M
|
-$1.43M
|
-26,056
|
-14%
|
|
|
6
|
|
$8.75M
|
+$6.57M
|
+119,962
|
+349%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.03M
|
-$4.45M
|
-81,210
|
-36%
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$7M
|
+$5.34M
|
+97,559
|
+378%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.07M
|
+$4.91M
|
+89,698
|
+516%
|
|
|
10
|
Windham Capital Management
Boston,
Massachusetts
|
$5.93M
|
-$25.9K
|
-473
|
-0.5%
|
|
|
11
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$5.87M
|
+$236K
|
+4,307
|
+4%
|
|
|
12
|
|
$5.04M
|
+$1.61M
|
+29,411
|
+50%
|
|
|
13
|
|
$4.5M
|
-$1.77M
|
-32,368
|
-29%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4.34M
|
+$134K
|
+2,451
|
+3%
|
|
|
15
|
Vigilant Capital Management
Portland,
Maine
|
$4.01M
|
+$216K
|
+3,935
|
+6%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.89M
|
+$651K
|
+11,889
|
+21%
|
|
|
17
|
Alexandria Capital
Arlington,
Virginia
|
$3.78M
|
+$1.83M
|
+33,410
|
+100%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$3.6M
|
+$3.48M
|
+63,486
|
New
|
|
|
19
|
City National Bank
Beverly Hills,
Delaware
|
$3.29M
|
-$5.39M
|
-98,467
|
-63%
|
|
|
20
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$2.62M
|
+$111K
|
+2,030
|
+5%
|
|
|
21
|
Vista Capital Partners
Portland,
Oregon
|
$2.28M
|
-$5.68M
|
-103,748
|
-72%
|
|
|
22
|
Stratford Consulting
Addison,
Texas
|
$2.2M
|
+$930K
|
+16,969
|
+78%
|
|
|
23
|
KMS Financial Services
Seattle,
Washington
|
$1.67M
|
+$265K
|
+4,831
|
+20%
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$1.48M
|
–
|
–
|
–
|
|
|
25
|
Boston Advisors
Boston,
Massachusetts
|
$1.48M
|
-$2.06M
|
-37,612
|
-59%
|
|
