|
1
|
CPWM LLC
Seattle,
Washington
|
$10.4M
|
+$96.3K
|
+2,542
|
+0.9%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.2M
|
+$257K
|
+6,787
|
+3%
|
|
|
3
|
|
$4.91M
|
+$380K
|
+10,033
|
+8%
|
|
|
4
|
1st Global Advisors
Dallas,
Texas
|
$4.31M
|
–
|
–
|
–
|
|
|
5
|
|
$3.55M
|
+$84.5K
|
+2,230
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.33M
|
-$165K
|
-4,357
|
-5%
|
|
|
7
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.02M
|
-$152K
|
-4,005
|
-5%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.68M
|
+$3.83K
|
+101
|
+0.1%
|
|
|
9
|
|
$2.45M
|
-$31.3K
|
-825
|
-1%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.43M
|
-$57.2K
|
-1,509
|
-2%
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.24M
|
+$41.7K
|
+1,100
|
+2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.69M
|
-$493
|
-13
|
-0%
|
|
|
13
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.56M
|
-$188K
|
-4,952
|
-11%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.51M
|
-$883K
|
-23,306
|
-37%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.41M
|
-$101K
|
-2,678
|
-7%
|
|
|
16
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.35M
|
-$5.49K
|
-145
|
-0.4%
|
|
|
17
|
Ibbotson Associates
Chicago,
Illinois
|
$1.06M
|
-$1.17M
|
-30,945
|
-53%
|
|
|
18
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.06M
|
-$100K
|
-2,642
|
-9%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1.03M
|
+$18.3K
|
+483
|
+2%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$1.01M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$934K
|
-$236K
|
-6,216
|
-20%
|
|
|
22
|
Greystone Investment Management
Cincinnati,
Ohio
|
$863K
|
+$131K
|
+3,459
|
+18%
|
|
|
23
|
Brouwer & Janachowski
Mill Valley,
California
|
$731K
|
-$145K
|
-3,835
|
-17%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$667K
|
+$184K
|
+4,851
|
+38%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$571K
|
-$22.2K
|
-586
|
-4%
|
|