|
1
|
CPWM LLC
Seattle,
Washington
|
$9.8M
|
+$51.7K
|
+1,334
|
+0.5%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.81M
|
+$1.41M
|
+36,366
|
+18%
|
|
|
3
|
|
$4.28M
|
-$281K
|
-7,240
|
-6%
|
|
|
4
|
1st Global Advisors
Dallas,
Texas
|
$3.91M
|
+$529K
|
+13,644
|
+15%
|
|
|
5
|
|
$3.5M
|
+$3.41K
|
+88
|
+0.1%
|
|
|
6
|
|
$3.28M
|
-$396K
|
-10,210
|
-10%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.12M
|
+$3.31M
|
+85,293
|
New
|
|
|
8
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.7M
|
-$22.9K
|
-590
|
-0.8%
|
|
|
9
|
|
$2.54M
|
-$231K
|
-5,950
|
-8%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.47M
|
+$580K
|
+14,967
|
+29%
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.3M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.56M
|
+$96.2K
|
+2,481
|
+6%
|
|
|
13
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.46M
|
+$114K
|
+2,947
|
+8%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.46M
|
+$524K
|
+13,532
|
+52%
|
|
|
15
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.27M
|
-$25.2K
|
-650
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.26M
|
-$1.07M
|
-27,540
|
-44%
|
|
|
17
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.05M
|
-$13.8K
|
-357
|
-1%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$960K
|
+$63.1K
|
+1,629
|
+7%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$951K
|
+$606K
|
+15,623
|
+151%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$949K
|
+$251K
|
+6,470
|
+33%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$942K
|
-$25.6K
|
-661
|
-3%
|
|
|
22
|
Brouwer & Janachowski
Mill Valley,
California
|
$874K
|
-$27.5K
|
-710
|
-3%
|
|
|
23
|
Ibbotson Associates
Chicago,
Illinois
|
$737K
|
+$504K
|
+12,992
|
+182%
|
|
|
24
|
Greystone Investment Management
Cincinnati,
Ohio
|
$694K
|
–
|
–
|
–
|
|
|
25
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$687K
|
–
|
–
|
–
|
|
