|
1
|
Bank of America
Charlotte,
North Carolina
|
$77.6M
|
+$9.47M
|
+95,259
|
+15%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$23.3M
|
+$1.13M
|
+11,350
|
+5%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$23M
|
+$22.2M
|
+223,209
|
New
|
|
|
4
|
Schroder Investment Management Group
London,
United Kingdom
|
$17.8M
|
+$563K
|
+5,661
|
+3%
|
|
|
5
|
|
$11.4M
|
+$1.12M
|
+11,286
|
+11%
|
|
|
6
|
Dowling & Yahnke
San Diego,
California
|
$10.1M
|
+$373K
|
+3,752
|
+4%
|
|
|
7
|
|
$9.36M
|
+$308K
|
+3,095
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.03M
|
+$580K
|
+5,831
|
+7%
|
|
|
9
|
Managed Account Advisors
Jersey City,
New Jersey
|
$8.46M
|
+$1.91M
|
+19,254
|
+31%
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$8.36M
|
+$1.69M
|
+17,000
|
+27%
|
|
|
11
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.9M
|
+$7.61M
|
+76,522
|
New
|
|
|
12
|
Ancora Advisors
Cleveland,
Ohio
|
$7.33M
|
–
|
–
|
–
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.28M
|
-$385K
|
-3,867
|
-6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.2M
|
+$8.35K
|
+84
|
+0.1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$5.67M
|
+$1.27M
|
+12,752
|
+30%
|
|
|
16
|
|
$4.77M
|
–
|
–
|
–
|
|
|
17
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.34M
|
+$4.18M
|
+42,001
|
New
|
|
|
18
|
Aspiriant Holdings S3
Los Angeles,
California
|
$4.28M
|
-$42.9K
|
-431
|
-1%
|
|
|
19
|
Rand Wealth
Baltimore,
Maryland
|
$3.1M
|
-$479K
|
-4,816
|
-14%
|
|
|
20
|
Kanawha Capital Management
Richmond,
Virginia
|
$2.79M
|
+$84.5K
|
+850
|
+3%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$2.67M
|
+$13.9K
|
+140
|
+0.5%
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$2.63M
|
+$112K
|
+1,127
|
+5%
|
|
|
23
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.45M
|
+$181K
|
+1,825
|
+8%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.35M
|
+$257K
|
+2,581
|
+13%
|
|
|
25
|
Foothills Asset Management
Scottsdale,
Arizona
|
$2.27M
|
+$2.18M
|
+21,946
|
New
|
|
