|
1
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
+$83M
|
+841,139
|
+74%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$28M
|
+$3.7M
|
+37,506
|
+14%
|
|
|
3
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$14.2M
|
+$5.08M
|
+51,492
|
+47%
|
|
|
4
|
Dowling & Yahnke
San Diego,
California
|
$9.16M
|
-$54.7K
|
-555
|
-0.5%
|
|
|
5
|
|
$9.06M
|
-$1.09M
|
-11,041
|
-10%
|
|
|
6
|
|
$8.56M
|
+$3.19M
|
+32,337
|
+49%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.61M
|
+$2.64M
|
+26,776
|
+44%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$6.41M
|
+$93.2K
|
+945
|
+1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.4M
|
-$1.31M
|
-13,322
|
-16%
|
|
|
10
|
Ancora Advisors
Cleveland,
Ohio
|
$6.2M
|
–
|
–
|
–
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
$6.02M
|
-$1.93M
|
-19,570
|
-22%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.58M
|
-$1.29M
|
-13,029
|
-17%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$5.41M
|
+$6.11M
|
+61,958
|
New
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.79M
|
-$1.68M
|
-17,010
|
-24%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$4.68M
|
-$2.05M
|
-20,830
|
-28%
|
|
|
16
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$4.39M
|
+$2.76M
|
+28,000
|
+126%
|
|
|
17
|
Starfire Investment Advisers
Southfield,
Michigan
|
$3.37M
|
-$48.3K
|
-490
|
-1%
|
|
|
18
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.18M
|
-$5.42K
|
-55
|
-0.2%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.73M
|
+$2.28M
|
+23,083
|
+284%
|
|
|
20
|
Rand Wealth
Baltimore,
Maryland
|
$2.65M
|
-$47.2K
|
-478
|
-2%
|
|
|
21
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.24M
|
-$18.7K
|
-190
|
-0.7%
|
|
|
22
|
Kanawha Capital Management
Richmond,
Virginia
|
$2.09M
|
-$29.1K
|
-295
|
-1%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.98M
|
+$419K
|
+4,251
|
+22%
|
|
|
24
|
IFC Holdings
Tampa,
Florida
|
$1.87M
|
-$30K
|
-304
|
-1%
|
|
|
25
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.59M
|
-$33.4K
|
-339
|
-2%
|
|
