|
1
|
Bank of America
Charlotte,
North Carolina
|
$160M
|
-$1.24M
|
-11,560
|
-0.8%
|
|
|
2
|
Managed Account Advisors
Jersey City,
New Jersey
|
$59.4M
|
+$19.9M
|
+185,283
|
+50%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$58.6M
|
+$10.8M
|
+100,299
|
+22%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$28M
|
+$1.66M
|
+15,430
|
+6%
|
|
|
5
|
|
$23.4M
|
+$1.77M
|
+16,446
|
+8%
|
|
|
6
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$17.2M
|
+$17.2M
|
+159,899
|
New
|
|
|
7
|
Dowling & Yahnke
San Diego,
California
|
$11.3M
|
+$137K
|
+1,273
|
+1%
|
|
|
8
|
Brown Advisory
Baltimore,
Maryland
|
$10.6M
|
-$638K
|
-5,930
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.61M
|
-$5.75M
|
-53,428
|
-40%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.5M
|
-$1.87M
|
-17,327
|
-18%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.35M
|
+$98.2K
|
+912
|
+1%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.87M
|
+$65.1K
|
+605
|
+0.8%
|
|
|
13
|
Ancora Advisors
Cleveland,
Ohio
|
$7.62M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6.71M
|
+$6.73M
|
+62,532
|
New
|
|
|
15
|
|
$4.69M
|
+$4.49M
|
+41,744
|
+2,194%
|
|
|
16
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$4.33M
|
+$538K
|
+5,000
|
+14%
|
|
|
17
|
Aspiriant Holdings S3
Los Angeles,
California
|
$4.06M
|
-$58.7K
|
-545
|
-1%
|
|
|
18
|
Rand Wealth
Baltimore,
Maryland
|
$3.17M
|
+$54.6K
|
+507
|
+2%
|
|
|
19
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.9M
|
+$83.3K
|
+774
|
+3%
|
|
|
20
|
Kanawha Capital Management
Richmond,
Virginia
|
$2.66M
|
-$111K
|
-1,030
|
-4%
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$2.38M
|
-$46.3K
|
-430
|
-2%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.25M
|
+$10.1K
|
+94
|
+0.5%
|
|
|
23
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.15M
|
+$2.15M
|
+19,982
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.97M
|
-$3.19M
|
-29,600
|
-62%
|
|
|
25
|
Bailard
Foster City,
California
|
$1.82M
|
-$10.4K
|
-97
|
-0.6%
|
|
