|
1
|
Bank of America
Charlotte,
North Carolina
|
$99.9M
|
+$5.1M
|
+47,267
|
+6%
|
|
|
2
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$92M
|
-$22.1M
|
-205,120
|
-20%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$40.3M
|
+$8.62M
|
+79,854
|
+28%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$27.1M
|
+$600K
|
+5,555
|
+2%
|
|
|
5
|
Managed Account Advisors
Jersey City,
New Jersey
|
$26.1M
|
+$10.2M
|
+94,468
|
+68%
|
|
|
6
|
|
$20.2M
|
+$5.04M
|
+46,635
|
+35%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
+$3.73M
|
+34,588
|
+28%
|
|
|
8
|
|
$12.3M
|
-$41K
|
-380
|
-0.3%
|
|
|
9
|
Brown Advisory
Baltimore,
Maryland
|
$11.7M
|
+$6.82M
|
+63,150
|
+153%
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$11.5M
|
+$304K
|
+2,817
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$997K
|
+9,230
|
+11%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.94M
|
+$295K
|
+2,733
|
+3%
|
|
|
13
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$8.06M
|
-$233K
|
-2,161
|
-3%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$7.93M
|
–
|
–
|
–
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.51M
|
+$29.5K
|
+273
|
+0.5%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.32M
|
-$581K
|
-5,381
|
-9%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$5.69M
|
+$5.5M
|
+50,947
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.5M
|
-$1.58M
|
-14,603
|
-23%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.37M
|
+$2.84M
|
+26,294
|
+121%
|
|
|
20
|
Aspiriant Holdings S3
Los Angeles,
California
|
$4.27M
|
-$207K
|
-1,915
|
-5%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3.75M
|
-$5.02M
|
-46,500
|
-58%
|
|
|
22
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3.58M
|
+$3.46M
|
+32,015
|
New
|
|
|
23
|
Rand Wealth
Baltimore,
Maryland
|
$3.35M
|
+$7.13K
|
+66
|
+0.2%
|
|
|
24
|
Virtu KCG Holdings
New York
|
$2.9M
|
+$2.8M
|
+25,927
|
New
|
|
|
25
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.85M
|
+$24.7K
|
+229
|
+0.9%
|
|
