|
1
|
Bank of America
Charlotte,
North Carolina
|
$128M
|
-$33.4M
|
-307,440
|
-21%
|
|
|
2
|
Managed Account Advisors
Jersey City,
New Jersey
|
$89M
|
+$29M
|
+266,852
|
+48%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$77.8M
|
+$18.6M
|
+170,840
|
+31%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$28.4M
|
+$117K
|
+1,075
|
+0.4%
|
|
|
5
|
|
$16.7M
|
-$6.94M
|
-63,882
|
-29%
|
|
|
6
|
Dowling & Yahnke
San Diego,
California
|
$11.5M
|
+$1.09K
|
+10
|
+0%
|
|
|
7
|
Brown Advisory
Baltimore,
Maryland
|
$10.7M
|
-$53.8K
|
-495
|
-0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.75M
|
+$1.17M
|
+10,809
|
+14%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.59M
|
+$884K
|
+8,135
|
+10%
|
|
|
10
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$9.35M
|
-$8.02M
|
-73,787
|
-46%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.83M
|
-$613K
|
-5,644
|
-7%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.77M
|
-$51.2K
|
-471
|
-0.7%
|
|
|
13
|
Ancora Advisors
Cleveland,
Ohio
|
$7.7M
|
-$7.71M
|
-70,948
|
Closed
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.62M
|
+$6.44M
|
+59,251
|
+543%
|
|
|
15
|
|
$7.21M
|
+$2.48M
|
+22,795
|
+52%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.68M
|
-$1.11M
|
-10,175
|
-16%
|
|
|
17
|
Starfire Investment Advisers
Southfield,
Michigan
|
$4.32M
|
+$4.33M
|
+39,832
|
New
|
|
|
18
|
Aspiriant Holdings S3
Los Angeles,
California
|
$4.04M
|
-$66.8K
|
-615
|
-2%
|
|
|
19
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$4M
|
-$380K
|
-3,500
|
-9%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.9M
|
+$2.31M
|
+21,234
|
+144%
|
|
|
21
|
Rand Wealth
Baltimore,
Maryland
|
$3.34M
|
+$102K
|
+943
|
+3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.07M
|
+$1.74M
|
+16,053
|
+131%
|
|
|
23
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.82M
|
-$115K
|
-1,059
|
-4%
|
|
|
24
|
Kanawha Capital Management
Richmond,
Virginia
|
$2.64M
|
-$45.5K
|
-419
|
-2%
|
|
|
25
|
IFC Holdings
Tampa,
Florida
|
$2.36M
|
–
|
–
|
–
|
|
