|
1
|
CPWM LLC
Seattle,
Washington
|
$10.4M
|
-$109K
|
-2,856
|
-1%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.98M
|
-$8.38M
|
-220,154
|
-52%
|
|
|
3
|
|
$4.85M
|
-$2.06M
|
-54,193
|
-30%
|
|
|
4
|
|
$3.89M
|
-$132K
|
-3,480
|
-3%
|
|
|
5
|
|
$3.73M
|
+$20.3K
|
+533
|
+0.6%
|
|
|
6
|
1st Global Advisors
Dallas,
Texas
|
$3.63M
|
–
|
–
|
–
|
|
|
7
|
|
$2.94M
|
-$94.2K
|
-2,475
|
-3%
|
|
|
8
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.91M
|
-$20.7K
|
-545
|
-0.7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.42M
|
+$945K
|
+24,843
|
+67%
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.3M
|
+$3.81K
|
+100
|
+0.2%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.05M
|
+$3.16K
|
+83
|
+0.2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
+$125K
|
+3,273
|
+9%
|
|
|
13
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.44M
|
+$60.5K
|
+1,589
|
+5%
|
|
|
14
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.38M
|
–
|
–
|
–
|
|
|
15
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.14M
|
-$21K
|
-552
|
-2%
|
|
|
16
|
|
$1.13M
|
-$151K
|
-3,977
|
-12%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$1.03M
|
+$1.68K
|
+44
|
+0.2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.02M
|
-$26K
|
-684
|
-3%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$961K
|
+$18K
|
+472
|
+2%
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
$960K
|
-$46.6K
|
-1,224
|
-5%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$774K
|
-$1.02M
|
-26,751
|
-57%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$760K
|
+$464K
|
+12,180
|
+167%
|
|
|
23
|
Greystone Investment Management
Cincinnati,
Ohio
|
$741K
|
+$26.6K
|
+700
|
+4%
|
|
|
24
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$733K
|
-$34.3K
|
-900
|
-5%
|
|
|
25
|
Aviance Capital Management
Sarasota,
Florida
|
$604K
|
-$383K
|
-10,065
|
-39%
|
|