|
1
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
+$1.63M
|
+43,612
|
+12%
|
|
|
2
|
|
$14.5M
|
+$3.91M
|
+104,712
|
+38%
|
|
|
3
|
|
$11.4M
|
+$406K
|
+10,870
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$9.68M
|
+$9.45M
|
+252,738
|
New
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$9.09M
|
–
|
–
|
–
|
|
|
6
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$8.38M
|
-$32.5K
|
-870
|
-0.4%
|
|
|
7
|
|
$4.83M
|
+$37.8K
|
+1,010
|
+0.8%
|
|
|
8
|
Bank of New York Mellon
New York
|
$4.36M
|
+$1.14M
|
+30,372
|
+36%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.87M
|
+$42.8K
|
+1,144
|
+1%
|
|
|
10
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.82M
|
+$85.1K
|
+2,276
|
+2%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.75M
|
+$112K
|
+2,990
|
+3%
|
|
|
12
|
Paracle Advisors
Mercer Island,
Washington
|
$3.66M
|
-$123K
|
-3,278
|
-3%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$3.13M
|
+$10.5K
|
+282
|
+0.3%
|
|
|
14
|
Trillium Asset Management
Boston,
Massachusetts
|
$3.09M
|
+$1.92M
|
+51,300
|
+175%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.57M
|
+$2.51M
|
+67,048
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.55M
|
+$501K
|
+13,392
|
+25%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.3M
|
+$214K
|
+5,716
|
+11%
|
|
|
18
|
|
$2.28M
|
+$2.23M
|
+59,564
|
New
|
|
|
19
|
BlackRock Investment Management
Wilmington,
Delaware
|
$1.74M
|
+$1.7M
|
+45,336
|
New
|
|
|
20
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.71M
|
+$73.4K
|
+1,962
|
+5%
|
|
|
21
|
|
$1.68M
|
-$1.47M
|
-39,316
|
-47%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.41M
|
+$151K
|
+4,032
|
+12%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.13M
|
–
|
–
|
–
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.07M
|
+$1.07M
|
+28,574
|
New
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.05M
|
-$25.6K
|
-684
|
-2%
|
|
