|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.4M
|
+$3.52M
|
+93,903
|
+44%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$9.67M
|
+$1.16M
|
+30,997
|
+14%
|
|
|
3
|
|
$6.78M
|
+$138K
|
+3,673
|
+2%
|
|
|
4
|
|
$3.78M
|
+$446K
|
+11,890
|
+13%
|
|
|
5
|
1st Global Advisors
Dallas,
Texas
|
$3.48M
|
–
|
–
|
–
|
|
|
6
|
|
$3.39M
|
+$86.5K
|
+2,307
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.37M
|
+$1.93M
|
+51,509
|
+133%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.14M
|
+$2.31M
|
+61,539
|
+273%
|
|
|
9
|
|
$3.07M
|
+$3.08M
|
+82,137
|
New
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.95M
|
+$13.9K
|
+370
|
+0.5%
|
|
|
11
|
|
$2.92M
|
-$256K
|
-6,820
|
-8%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.79M
|
+$243K
|
+6,468
|
+9%
|
|
|
13
|
|
$2.25M
|
+$151K
|
+4,023
|
+7%
|
|
|
14
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.08M
|
+$31.9K
|
+850
|
+2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.47M
|
+$174K
|
+4,642
|
+13%
|
|
|
16
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.32M
|
+$6.75K
|
+180
|
+0.5%
|
|
|
17
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.27M
|
+$1.27M
|
+33,905
|
New
|
|
|
18
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.17M
|
+$108K
|
+2,880
|
+10%
|
|
|
19
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.16M
|
-$3.45K
|
-92
|
-0.3%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1M
|
+$1.01M
|
+26,808
|
New
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$938K
|
-$13.8K
|
-369
|
-1%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$872K
|
+$46.7K
|
+1,246
|
+6%
|
|
|
23
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$754K
|
+$60K
|
+1,600
|
+9%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$601K
|
-$508K
|
-13,545
|
-46%
|
|
|
25
|
Greystone Investment Management
Cincinnati,
Ohio
|
$526K
|
+$5.06K
|
+135
|
+1%
|
|
