|
1
|
|
$200M
|
-$2.24M
|
-82,948
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$176M
|
-$956K
|
-35,432
|
-0.5%
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$108M
|
+$18.8M
|
+696,864
|
+20%
|
|
|
4
|
|
$87.6M
|
+$4.89M
|
+181,080
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$67.8M
|
+$7.15M
|
+265,220
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$66.7M
|
+$5.75M
|
+213,224
|
+9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$59.5M
|
+$23.4M
|
+868,348
|
+62%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.5M
|
+$5.47M
|
+202,932
|
+14%
|
|
|
9
|
Giralda Advisors
New York
|
$41M
|
–
|
–
|
–
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$29.5M
|
-$2.14M
|
-79,296
|
-7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$9.28M
|
+344,092
|
+46%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.8M
|
+$321K
|
+11,908
|
+1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
+$194K
|
+7,180
|
+1%
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.5M
|
-$29.8M
|
-1,106,196
|
-68%
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
$13.5M
|
-$1.15M
|
-42,456
|
-8%
|
|
|
16
|
BlackRock Investment Management
Wilmington,
Delaware
|
$11.5M
|
-$16.4M
|
-608,688
|
-58%
|
|
|
17
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11.5M
|
+$11.9M
|
+440,388
|
New
|
|
|
18
|
WealthTrust Fairport
Cleveland,
Ohio
|
$11.5M
|
+$1.1M
|
+40,868
|
+10%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.3M
|
+$1.08M
|
+40,200
|
+10%
|
|
|
20
|
|
$11.2M
|
+$452K
|
+16,768
|
+4%
|
|
|
21
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.9M
|
+$2.47M
|
+91,600
|
+28%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9.49M
|
+$1.1M
|
+40,636
|
+13%
|
|
|
23
|
Howard Capital Management (New York)
New York
|
$8.99M
|
+$80.4K
|
+2,980
|
+0.9%
|
|
|
24
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$8.14M
|
-$64.4K
|
-2,388
|
-0.8%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$8.07M
|
+$3.55M
|
+131,572
|
+74%
|
|
