|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.5M
|
+$10.7M
|
+115,619
|
+21%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$20.4M
|
+$1.47M
|
+15,878
|
+8%
|
|
|
3
|
Schroder Investment Management Group
London,
United Kingdom
|
$15.9M
|
+$15.4M
|
+166,724
|
New
|
|
|
4
|
|
$9.41M
|
-$200K
|
-2,164
|
-2%
|
|
|
5
|
Dowling & Yahnke
San Diego,
California
|
$8.98M
|
+$166K
|
+1,801
|
+2%
|
|
|
6
|
|
$8.33M
|
+$368K
|
+3,983
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.9M
|
+$2.5M
|
+27,032
|
+49%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$6.75M
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.26M
|
-$3.1M
|
-33,562
|
-34%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.16M
|
-$344K
|
-3,721
|
-5%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6.09M
|
+$5.91M
|
+64,000
|
New
|
|
|
12
|
Managed Account Advisors
Jersey City,
New Jersey
|
$5.97M
|
+$1.14M
|
+12,384
|
+25%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.71M
|
+$222K
|
+2,401
|
+4%
|
|
|
14
|
|
$4.4M
|
–
|
–
|
–
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$4.27M
|
+$4.15M
|
+44,916
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.01M
|
-$1.05M
|
-11,406
|
-21%
|
|
|
17
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.99M
|
+$110K
|
+1,188
|
+3%
|
|
|
18
|
SG Americas Securities
New York
|
$3.88M
|
+$2.09M
|
+22,636
|
+125%
|
|
|
19
|
Rand Wealth
Baltimore,
Maryland
|
$3.31M
|
-$80.3K
|
-869
|
-2%
|
|
|
20
|
Kanawha Capital Management
Richmond,
Virginia
|
$2.49M
|
-$66K
|
-715
|
-3%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$2.45M
|
-$12.8K
|
-139
|
-0.5%
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$2.32M
|
-$751K
|
-8,134
|
-25%
|
|
|
23
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.08M
|
+$38.2K
|
+414
|
+2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.92M
|
+$191K
|
+2,072
|
+11%
|
|
|
25
|
Webster Bank
Waterbury,
Connecticut
|
$1.7M
|
-$49.3K
|
-534
|
-3%
|
|
