|
1
|
Bank of America
Charlotte,
North Carolina
|
$51.8M
|
+$1.18M
|
+29,272
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
+$2.55M
|
+63,094
|
+13%
|
|
|
3
|
|
$20M
|
-$94.2K
|
-2,330
|
-0.5%
|
|
|
4
|
|
$20M
|
-$2.91M
|
-71,960
|
-13%
|
|
|
5
|
|
$12.2M
|
+$1.2M
|
+29,804
|
+11%
|
|
|
6
|
Zevin Asset Management
Boston,
Massachusetts
|
$11.7M
|
+$11.5M
|
+283,870
|
New
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.02M
|
+$1.02M
|
+25,330
|
+13%
|
|
|
8
|
Suntrust Banks
Atlanta,
Georgia
|
$7.74M
|
-$2.33M
|
-57,738
|
-24%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.65M
|
+$661K
|
+16,348
|
+10%
|
|
|
10
|
Bank of New York Mellon
New York
|
$7.28M
|
+$2.8M
|
+69,362
|
+65%
|
|
|
11
|
Trillium Asset Management
Boston,
Massachusetts
|
$6.07M
|
+$2.44M
|
+60,466
|
+70%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$5.2M
|
+$984K
|
+24,356
|
+24%
|
|
|
13
|
BlackRock Investment Management
Wilmington,
Delaware
|
$4.24M
|
+$4.16M
|
+102,848
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.67M
|
+$1.33M
|
+32,932
|
+59%
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$3.48M
|
-$9.56M
|
-236,480
|
-74%
|
|
|
16
|
|
$3.19M
|
+$471K
|
+11,662
|
+18%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.95M
|
+$2.89M
|
+71,566
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.73M
|
-$242K
|
-5,996
|
-8%
|
|
|
19
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$2.55M
|
+$901K
|
+22,304
|
+56%
|
|
|
20
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.54M
|
–
|
–
|
–
|
|
|
21
|
Patriot Wealth Management
Houston,
Texas
|
$2.51M
|
-$27.8K
|
-688
|
-1%
|
|
|
22
|
Paracle Advisors
Mercer Island,
Washington
|
$2.51M
|
-$67.9K
|
-1,680
|
-3%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.48M
|
+$9.29K
|
+230
|
+0.4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.46M
|
-$439K
|
-10,858
|
-16%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.22M
|
+$65.5K
|
+1,622
|
+3%
|
|
