|
1
|
CPWM LLC
Seattle,
Washington
|
$9.81M
|
+$110K
|
+2,979
|
+1%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.46M
|
+$752K
|
+20,438
|
+8%
|
|
|
3
|
|
$4.3M
|
+$61.5K
|
+1,672
|
+1%
|
|
|
4
|
1st Global Advisors
Dallas,
Texas
|
$4.09M
|
+$226K
|
+6,139
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.32M
|
+$3.37M
|
+91,564
|
New
|
|
|
6
|
|
$3.29M
|
+$47.1K
|
+1,280
|
+1%
|
|
|
7
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.02M
|
+$345K
|
+9,362
|
+13%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.54M
|
+$98.4K
|
+2,672
|
+4%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.36M
|
+$1.44M
|
+39,194
|
+151%
|
|
|
10
|
|
$2.36M
|
-$161K
|
-4,375
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.28M
|
+$1.36M
|
+36,928
|
+142%
|
|
|
12
|
Ibbotson Associates
Chicago,
Illinois
|
$2.13M
|
+$1.42M
|
+38,656
|
+192%
|
|
|
13
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.09M
|
-$47.8K
|
-1,299
|
-2%
|
|
|
14
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.67M
|
+$227K
|
+6,180
|
+16%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
+$63.1K
|
+1,715
|
+4%
|
|
|
16
|
|
$1.5M
|
+$1.53M
|
+41,526
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.44M
|
-$6.37K
|
-173
|
-0.4%
|
|
|
18
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.29M
|
+$33.8K
|
+919
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
-$140K
|
-3,805
|
-11%
|
|
|
20
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.1M
|
+$62.4K
|
+1,695
|
+6%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$963K
|
+$30.8K
|
+838
|
+3%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$961K
|
+$10.9K
|
+296
|
+1%
|
|
|
23
|
Brouwer & Janachowski
Mill Valley,
California
|
$833K
|
-$32.8K
|
-890
|
-4%
|
|
|
24
|
Greystone Investment Management
Cincinnati,
Ohio
|
$694K
|
+$6.63K
|
+180
|
+0.9%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$564K
|
-$72.8K
|
-1,979
|
-11%
|
|
