|
1
|
|
$149M
|
+$26.8M
|
+330,742
|
+22%
|
|
|
2
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$55.2M
|
+$13.1M
|
+161,812
|
+31%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$46.9M
|
-$1.7M
|
-20,946
|
-4%
|
|
|
4
|
Versant Capital Management
Phoenix,
Arizona
|
$22.9M
|
+$3.93M
|
+48,509
|
+21%
|
|
|
5
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$14.3M
|
+$108K
|
+1,337
|
+0.8%
|
|
|
6
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10.9M
|
-$568K
|
-7,008
|
-5%
|
|
|
7
|
|
$10.9M
|
+$10.8M
|
+133,000
|
New
|
|
|
8
|
Coastline Trust
Providence,
Rhode Island
|
$9.78M
|
+$197K
|
+2,432
|
+2%
|
|
|
9
|
|
$8.91M
|
+$2.54M
|
+31,356
|
+40%
|
|
|
10
|
|
$6.13M
|
+$6.08M
|
+75,041
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.38M
|
+$1.39M
|
+17,192
|
+47%
|
|
|
12
|
|
$4.15M
|
+$4.12M
|
+50,817
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.74M
|
+$296K
|
+3,653
|
+9%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.59M
|
-$114K
|
-1,408
|
-3%
|
|
|
15
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.84M
|
+$2.29M
|
+28,220
|
+428%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.25M
|
-$171K
|
-2,106
|
-7%
|
|
|
17
|
First Mercantile Trust
Cordova,
Tennessee
|
$2.19M
|
-$813K
|
-10,030
|
-27%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$2M
|
-$739K
|
-9,112
|
-25%
|
|
|
19
|
Allianz Asset Management
Munich,
Germany
|
$1.95M
|
-$2.26M
|
-27,858
|
-54%
|
|
|
20
|
Verity Asset Management
Durham,
North Carolina
|
$1.94M
|
+$1.06M
|
+13,069
|
+122%
|
|
|
21
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$1.54M
|
-$150K
|
-1,850
|
-9%
|
|
|
22
|
Wilshire Advisors
Santa Monica,
California
|
$1.54M
|
-$150K
|
-1,850
|
-9%
|
|
|
23
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.42M
|
–
|
–
|
–
|
|
|
24
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.4M
|
+$60.3K
|
+744
|
+5%
|
|
|
25
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.31M
|
+$4.46K
|
+55
|
+0.3%
|
|
