|
1
|
Fisher Asset Management
Camas,
Washington
|
$585M
|
+$19.4M
|
+630,356
|
+3%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$547M
|
-$25.9M
|
-842,720
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$370M
|
-$30M
|
-976,559
|
-8%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$335M
|
+$4.78M
|
+155,379
|
+1%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$193M
|
+$4.55M
|
+147,863
|
+2%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$118M
|
+$1.62M
|
+52,515
|
+1%
|
|
|
7
|
Members Trust
Tampa,
Florida
|
$59.5M
|
+$1.14M
|
+37,026
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$35.7M
|
+$3.51M
|
+113,994
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$35.4M
|
-$2.12M
|
-68,904
|
-6%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$33.2M
|
-$171K
|
-5,548
|
-0.5%
|
|
|
11
|
|
$32.1M
|
+$3.45M
|
+112,201
|
+12%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$27.3M
|
+$3.89M
|
+126,322
|
+17%
|
|
|
13
|
|
$27M
|
+$27M
|
+876,888
|
New
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$26.3M
|
+$237M
|
+7,710,100
|
+928%
|
|
|
15
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$24.6M
|
+$1.21M
|
+39,468
|
+5%
|
|
|
16
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$23.4M
|
+$7.86M
|
+255,389
|
+51%
|
|
|
17
|
Rand Wealth
Baltimore,
Maryland
|
$20M
|
-$42.2K
|
-1,371
|
-0.2%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$18.4M
|
-$487K
|
-15,835
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$11.3M
|
+368,056
|
+240%
|
|
|
20
|
Lazard Asset Management
New York
|
$15.2M
|
–
|
–
|
–
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$13.9M
|
+$1.82M
|
+59,062
|
+15%
|
|
|
22
|
Wolverine Trading
Chicago,
Illinois
|
$11.6M
|
+$11.7M
|
+378,839
|
New
|
|
|
23
|
Gray Financial Group
Atlanta,
Georgia
|
$11.6M
|
–
|
–
|
–
|
|
|
24
|
Barclays
London,
United Kingdom
|
$11.6M
|
+$11.6M
|
+376,000
|
New
|
|
|
25
|
Gemmer Asset Management
Walnut Creek,
California
|
$9.14M
|
+$68.5K
|
+2,226
|
+0.8%
|
|
