|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
+$5.07M
|
+131,864
|
+18%
|
|
|
2
|
|
$19.6M
|
-$589K
|
-15,316
|
-3%
|
|
|
3
|
|
$18.7M
|
+$23.9K
|
+622
|
+0.1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
+$1.35M
|
+35,084
|
+8%
|
|
|
5
|
Brinker Capital
Berwyn,
Pennsylvania
|
$12.8M
|
+$112K
|
+2,922
|
+0.9%
|
|
|
6
|
Suntrust Banks
Atlanta,
Georgia
|
$10.8M
|
–
|
–
|
–
|
|
|
7
|
|
$9.32M
|
+$727K
|
+18,892
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.74M
|
+$1.42M
|
+36,962
|
+23%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.5M
|
+$337K
|
+8,756
|
+5%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$4.3M
|
+$128K
|
+3,336
|
+3%
|
|
|
11
|
Trillium Asset Management
Boston,
Massachusetts
|
$3.51M
|
+$765K
|
+19,890
|
+28%
|
|
|
12
|
Bank of New York Mellon
New York
|
$3.08M
|
-$18.9K
|
-492
|
-0.6%
|
|
|
13
|
Paracle Advisors
Mercer Island,
Washington
|
$2.88M
|
-$276K
|
-7,180
|
-9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.83M
|
-$136K
|
-3,534
|
-5%
|
|
|
15
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$2.74M
|
+$359K
|
+9,332
|
+15%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.66M
|
-$2.33M
|
-60,692
|
-47%
|
|
|
17
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.64M
|
-$31.4K
|
-816
|
-1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.14M
|
-$61.8K
|
-1,608
|
-3%
|
|
|
19
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.92M
|
-$769
|
-20
|
-0%
|
|
|
20
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.89M
|
+$37.5K
|
+976
|
+2%
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
$1.88M
|
-$40.6K
|
-1,056
|
-2%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.87M
|
–
|
–
|
–
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.86M
|
+$527K
|
+13,714
|
+40%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.41M
|
–
|
–
|
–
|
|
|
25
|
Manchester Capital Management
Manchester,
Vermont
|
$1.41M
|
–
|
–
|
–
|
|
