|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$213K
|
+6,328
|
+2%
|
|
|
2
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$7.9M
|
–
|
–
|
–
|
|
|
3
|
BCM Advisors
Lafayette,
Louisiana
|
$5.62M
|
-$453K
|
-13,471
|
-7%
|
|
|
4
|
|
$3.19M
|
+$79.5K
|
+2,365
|
+2%
|
|
|
5
|
Country Club Trust
Kansas City,
Missouri
|
$2.81M
|
+$2.89M
|
+85,858
|
New
|
|
|
6
|
Dowling & Yahnke
San Diego,
California
|
$1.33M
|
-$2.13M
|
-63,215
|
-61%
|
|
|
7
|
Northwest Bancshares
Warren,
Pennsylvania
|
$1.3M
|
–
|
–
|
–
|
|
|
8
|
|
$1.14M
|
+$1.17M
|
+34,793
|
New
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$1.09M
|
+$71.8K
|
+2,136
|
+7%
|
|
|
10
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$936K
|
+$356K
|
+10,600
|
+59%
|
|
|
11
|
Choate Investment Advisors
Boston,
Massachusetts
|
$377K
|
+$388K
|
+11,530
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$370K
|
-$417K
|
-12,406
|
-52%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$320K
|
+$329K
|
+9,777
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$263K
|
+$23.7K
|
+706
|
+10%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$255K
|
+$51K
|
+1,515
|
+24%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$177K
|
+$128K
|
+3,795
|
+235%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$125K
|
+$99.9K
|
+2,970
|
+341%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$72K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$71K
|
+$22.9K
|
+680
|
+45%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$46K
|
–
|
–
|
–
|
|
|
21
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$23K
|
+$23.5K
|
+700
|
New
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$12K
|
–
|
–
|
–
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
+$5.04K
|
+150
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.14M
|
-34,669
|
Closed
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$280K
|
-8,500
|
Closed
|
|
