|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.8M
|
-$3.56M
|
-98,352
|
-12%
|
|
|
2
|
|
$20M
|
+$542K
|
+14,986
|
+3%
|
|
|
3
|
|
$18.5M
|
-$1.84M
|
-50,958
|
-10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
-$1.27M
|
-35,096
|
-8%
|
|
|
5
|
Brinker Capital
Berwyn,
Pennsylvania
|
$12.5M
|
-$9.33K
|
-258
|
-0.1%
|
|
|
6
|
Suntrust Banks
Atlanta,
Georgia
|
$10.7M
|
-$396K
|
-10,950
|
-4%
|
|
|
7
|
|
$8.5M
|
+$147K
|
+4,074
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.25M
|
+$515K
|
+14,254
|
+10%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.09M
|
+$274K
|
+7,590
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.94M
|
-$354K
|
-9,792
|
-7%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$4.13M
|
-$51.4K
|
-1,422
|
-1%
|
|
|
12
|
Paracle Advisors
Mercer Island,
Washington
|
$3.12M
|
+$189K
|
+5,226
|
+7%
|
|
|
13
|
Waverton Investment Management
London,
United Kingdom
|
$3.09M
|
–
|
–
|
–
|
|
|
14
|
Bank of New York Mellon
New York
|
$3.06M
|
+$1.3K
|
+36
|
+0%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.94M
|
-$109K
|
-3,024
|
-4%
|
|
|
16
|
Trillium Asset Management
Boston,
Massachusetts
|
$2.71M
|
-$1.01M
|
-27,998
|
-28%
|
|
|
17
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.64M
|
+$25.3K
|
+700
|
+1%
|
|
|
18
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$2.35M
|
+$501K
|
+13,844
|
+29%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.18M
|
-$151K
|
-4,182
|
-7%
|
|
|
20
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.14M
|
-$70.9K
|
-1,960
|
-3%
|
|
|
21
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.9M
|
+$1.8M
|
+49,752
|
New
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
$1.9M
|
+$1.8M
|
+49,644
|
New
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.85M
|
+$112K
|
+3,090
|
+7%
|
|
|
24
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.83M
|
+$353K
|
+9,748
|
+26%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.83M
|
+$1.73M
|
+47,806
|
New
|
|
