|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.6M
|
+$699K
|
+17,959
|
+7%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$10.3M
|
+$125K
|
+3,210
|
+1%
|
|
|
3
|
1st Global Advisors
Dallas,
Texas
|
$5.37M
|
+$1.23M
|
+31,606
|
+28%
|
|
|
4
|
|
$3.49M
|
+$31.2K
|
+800
|
+0.9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.24M
|
+$1.67M
|
+42,804
|
+96%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.22M
|
-$23.1K
|
-592
|
-0.7%
|
|
|
7
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.91M
|
-$33.4K
|
-857
|
-1%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.62M
|
+$10.9K
|
+280
|
+0.4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.31M
|
+$879K
|
+22,563
|
+57%
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.26M
|
+$81.9K
|
+2,102
|
+4%
|
|
|
11
|
|
$2.24M
|
-$2.67M
|
-68,477
|
-53%
|
|
|
12
|
|
$2.23M
|
-$166K
|
-4,250
|
-7%
|
|
|
13
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.98M
|
+$475K
|
+12,190
|
+30%
|
|
|
14
|
|
$1.47M
|
+$1.29M
|
+33,061
|
+508%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.35M
|
+$1.42M
|
+36,336
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
+$452K
|
+11,600
|
+47%
|
|
|
17
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.32M
|
–
|
–
|
–
|
|
|
18
|
Ibbotson Associates
Chicago,
Illinois
|
$1.22M
|
+$189K
|
+4,842
|
+17%
|
|
|
19
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.05M
|
+$15.4K
|
+395
|
+1%
|
|
|
20
|
Greystone Investment Management
Cincinnati,
Ohio
|
$958K
|
+$122K
|
+3,145
|
+14%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$915K
|
-$75.4K
|
-1,935
|
-7%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$870K
|
+$888K
|
+22,810
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$780K
|
+$233K
|
+5,979
|
+40%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$715K
|
-$1.73M
|
-44,332
|
-70%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$704K
|
+$56.2K
|
+1,444
|
+8%
|
|
