|
1
|
Bank of America
Charlotte,
North Carolina
|
$232M
|
+$22.2M
|
+247,048
|
+12%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$25.3M
|
-$866K
|
-9,651
|
-4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$19.5M
|
+$10.4M
|
+115,533
|
+138%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14.7M
|
+$59.9K
|
+667
|
+0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.1M
|
-$1.24M
|
-13,779
|
-9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
+$6.6M
|
+73,492
|
+109%
|
|
|
7
|
|
$11.7M
|
+$1.97M
|
+21,966
|
+23%
|
|
|
8
|
|
$10.1M
|
+$391K
|
+4,351
|
+4%
|
|
|
9
|
Dowling & Yahnke
San Diego,
California
|
$9.58M
|
+$3.14K
|
+35
|
+0%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.27M
|
+$1.14M
|
+12,644
|
+18%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$8.03M
|
+$968K
|
+10,787
|
+15%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.38M
|
+$130K
|
+1,449
|
+2%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$5.39M
|
+$4.93M
|
+54,919
|
New
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.63M
|
-$427K
|
-4,755
|
-9%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$4.28M
|
+$1.82M
|
+20,279
|
+87%
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$4.15M
|
-$53.9K
|
-600
|
-1%
|
|
|
17
|
Signature Financial Management
Norfolk,
Virginia
|
$4.12M
|
–
|
–
|
–
|
|
|
18
|
Starfire Investment Advisers
Southfield,
Michigan
|
$4.06M
|
+$299K
|
+3,330
|
+9%
|
|
|
19
|
Richard Bernstein Advisors
New York
|
$3.97M
|
+$3.63M
|
+40,461
|
New
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.58M
|
+$3.28M
|
+36,495
|
New
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$3.13M
|
+$2.86M
|
+31,854
|
New
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$3.03M
|
+$2.17M
|
+24,128
|
+359%
|
|
|
23
|
Rand Wealth
Baltimore,
Maryland
|
$2.95M
|
+$45.7K
|
+509
|
+2%
|
|
|
24
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.49M
|
+$4.58K
|
+51
|
+0.2%
|
|
|
25
|
US Financial Advisors
Braintree,
Massachusetts
|
$2.45M
|
+$2.16M
|
+24,088
|
+2,707%
|
|
