|
1
|
CPWM LLC
Seattle,
Washington
|
$8.02M
|
–
|
–
|
–
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.97M
|
-$436K
|
-12,034
|
-5%
|
|
|
3
|
|
$6.68M
|
+$66.3K
|
+1,831
|
+1%
|
|
|
4
|
1st Global Advisors
Dallas,
Texas
|
$3.5M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.38M
|
-$314K
|
-8,660
|
-9%
|
|
|
6
|
|
$3.36M
|
+$13.4K
|
+370
|
+0.4%
|
|
|
7
|
|
$3.32M
|
-$98.6K
|
-2,722
|
-3%
|
|
|
8
|
|
$3.19M
|
+$2.25M
|
+62,190
|
+273%
|
|
|
9
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.95M
|
–
|
–
|
–
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.56M
|
+$301K
|
+8,302
|
+14%
|
|
|
11
|
|
$2.11M
|
+$144K
|
+3,970
|
+8%
|
|
|
12
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.06M
|
+$54.4K
|
+1,500
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
+$7.93K
|
+219
|
+0.6%
|
|
|
14
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.32M
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.3M
|
-$61.7K
|
-1,703
|
-5%
|
|
|
16
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.17M
|
-$67.2K
|
-1,855
|
-6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
+$17.8K
|
+491
|
+2%
|
|
|
18
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.07M
|
+$421K
|
+11,621
|
+69%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$957K
|
+$49.9K
|
+1,376
|
+6%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$848K
|
-$194K
|
-5,355
|
-19%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$830K
|
+$8.77K
|
+242
|
+1%
|
|
|
22
|
Virtu KCG Holdings
New York
|
$776K
|
+$748K
|
+20,652
|
New
|
|
|
23
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$698K
|
+$30.8K
|
+850
|
+5%
|
|
|
24
|
Greystone Investment Management
Cincinnati,
Ohio
|
$524K
|
+$1.63K
|
+45
|
+0.3%
|
|
|
25
|
Lattice Strategies
Wayne,
Pennsylvania
|
$442K
|
-$13.8K
|
-380
|
-3%
|
|
