|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
+$4.69M
|
+124,960
|
+26%
|
|
|
2
|
|
$18.9M
|
+$5.1K
|
+136
|
+0%
|
|
|
3
|
|
$18.4M
|
+$1.59M
|
+42,276
|
+9%
|
|
|
4
|
Brinker Capital
Berwyn,
Pennsylvania
|
$11.6M
|
+$12.2M
|
+324,700
|
New
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$10.1M
|
+$1.79M
|
+47,730
|
+20%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.43M
|
+$309K
|
+8,240
|
+3%
|
|
|
7
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$6.87M
|
-$1.12M
|
-29,914
|
-13%
|
|
|
8
|
|
$6.02M
|
-$86.5K
|
-2,306
|
-1%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.83M
|
+$70.3K
|
+1,874
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.54M
|
+$76K
|
+2,026
|
+2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$3.84M
|
-$206K
|
-5,494
|
-5%
|
|
|
12
|
Paracle Advisors
Mercer Island,
Washington
|
$3.59M
|
+$140K
|
+3,744
|
+4%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$3.57M
|
+$37.8K
|
+1,008
|
+1%
|
|
|
14
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.97M
|
-$75K
|
-2,000
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.34M
|
+$16.3K
|
+436
|
+0.7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.25M
|
-$704K
|
-18,766
|
-23%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.19M
|
-$259K
|
-6,918
|
-10%
|
|
|
18
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.77M
|
+$143K
|
+3,802
|
+8%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.6M
|
–
|
–
|
–
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.37M
|
+$1.45M
|
+38,582
|
New
|
|
|
21
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.36M
|
-$287K
|
-7,660
|
-17%
|
|
|
22
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.13M
|
–
|
–
|
–
|
|
|
23
|
Baker Avenue Asset Management
San Francisco,
California
|
$988K
|
+$1.04M
|
+27,840
|
New
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$940K
|
–
|
–
|
–
|
|
|
25
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$919K
|
-$600
|
-16
|
-0.1%
|
|
