|
1
|
|
$73.6M
|
-$1.94M
|
-24,087
|
-3%
|
|
|
2
|
Dowling & Yahnke
San Diego,
California
|
$38.5M
|
+$38.6M
|
+479,412
|
New
|
|
|
3
|
Fiduciary Trust
Boston,
Massachusetts
|
$28.6M
|
-$7.26M
|
-90,273
|
-20%
|
|
|
4
|
Versant Capital Management
Phoenix,
Arizona
|
$25.2M
|
+$726K
|
+9,023
|
+3%
|
|
|
5
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$22.9M
|
-$3.32M
|
-41,251
|
-13%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18.1M
|
+$642K
|
+7,981
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
-$2.27M
|
-28,232
|
-13%
|
|
|
8
|
|
$13M
|
+$33K
|
+410
|
+0.3%
|
|
|
9
|
|
$12.5M
|
+$1.61M
|
+19,990
|
+15%
|
|
|
10
|
AdvicePeriod
Los Angeles,
California
|
$12M
|
+$12M
|
+149,827
|
New
|
|
|
11
|
Coastline Trust
Providence,
Rhode Island
|
$10.5M
|
+$298K
|
+3,700
|
+3%
|
|
|
12
|
|
$10.4M
|
–
|
–
|
–
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$7.77M
|
-$420K
|
-5,220
|
-5%
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$6.66M
|
-$1.58M
|
-19,591
|
-19%
|
|
|
15
|
FDx Advisors
Chicago,
Illinois
|
$5.98M
|
+$1.81M
|
+22,517
|
+43%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.88M
|
+$718K
|
+8,924
|
+14%
|
|
|
17
|
Garde Capital
Seattle,
Washington
|
$5.8M
|
+$235K
|
+2,925
|
+4%
|
|
|
18
|
Bluefin Capital Management
New York
|
$5.37M
|
+$5.38M
|
+66,843
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.17M
|
+$5.18M
|
+64,352
|
New
|
|
|
20
|
Bank of New York Mellon
New York
|
$5.06M
|
+$4.69M
|
+58,341
|
+1,239%
|
|
|
21
|
Central Bank & Trust
Lexington,
Kentucky
|
$4.29M
|
+$720K
|
+8,953
|
+20%
|
|
|
22
|
AFAM Capital
Austin,
Texas
|
$3.92M
|
+$3.93M
|
+48,865
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.74M
|
+$716K
|
+8,901
|
+24%
|
|
|
24
|
WBI Investments
Red Bank,
New Jersey
|
$3.52M
|
+$3.53M
|
+43,859
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.27M
|
+$1.08M
|
+13,409
|
+49%
|
|
