|
1
|
CPWM LLC
Seattle,
Washington
|
$10.4M
|
+$170K
|
+4,614
|
+2%
|
|
|
2
|
Morningstar Investment Services
Chicago,
Illinois
|
$5.28M
|
+$4.45M
|
+120,385
|
+539%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.4M
|
+$8.2K
|
+222
|
+0.2%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.37M
|
-$66.2K
|
-1,791
|
-1%
|
|
|
5
|
1st Global Advisors
Dallas,
Texas
|
$4.3M
|
-$180K
|
-4,884
|
-4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.22M
|
-$72.7K
|
-1,969
|
-2%
|
|
|
7
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.86M
|
-$656K
|
-17,761
|
-14%
|
|
|
8
|
|
$3.48M
|
-$120K
|
-3,260
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.47M
|
+$2.91M
|
+78,669
|
+497%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.62M
|
+$65.5K
|
+1,774
|
+3%
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.89M
|
-$25.9K
|
-701
|
-1%
|
|
|
12
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.48M
|
+$84.2K
|
+2,280
|
+6%
|
|
|
13
|
|
$1.28M
|
-$237K
|
-6,423
|
-16%
|
|
|
14
|
|
$1.25M
|
-$647K
|
-17,502
|
-34%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
+$13.1K
|
+355
|
+1%
|
|
|
16
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.09M
|
+$32.2K
|
+871
|
+3%
|
|
|
17
|
Forward Management
San Francisco,
California
|
$1.08M
|
+$1.08M
|
+29,300
|
New
|
|
|
18
|
Greystone Investment Management
Cincinnati,
Ohio
|
$956K
|
-$6.83K
|
-185
|
-0.7%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$752K
|
+$57.4K
|
+1,553
|
+8%
|
|
|
20
|
|
$746K
|
-$1.39M
|
-37,501
|
-65%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$705K
|
-$488K
|
-13,221
|
-41%
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$677K
|
+$680K
|
+18,408
|
New
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$623K
|
-$91.2K
|
-2,470
|
-13%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$480K
|
-$107K
|
-2,897
|
-18%
|
|
|
25
|
Brouwer & Janachowski
Mill Valley,
California
|
$472K
|
-$36.6K
|
-991
|
-7%
|
|