|
1
|
Bank of America
Charlotte,
North Carolina
|
$227M
|
-$15.1M
|
-147,753
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$29.6M
|
+$9.17M
|
+89,653
|
+45%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$25.1M
|
-$1.24M
|
-12,071
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.4M
|
+$13.7M
|
+134,221
|
+159%
|
|
|
5
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$19.6M
|
+$19.6M
|
+191,835
|
New
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.4M
|
+$2.18M
|
+21,273
|
+14%
|
|
|
7
|
|
$14.4M
|
+$2.14M
|
+20,863
|
+17%
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$11.4M
|
+$11.4M
|
+111,126
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
+$7.94M
|
+77,545
|
+178%
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$10.3M
|
+$284K
|
+2,772
|
+3%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$7.88M
|
-$490K
|
-4,790
|
-6%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.58M
|
-$113K
|
-1,107
|
-1%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$7.5M
|
+$1.88M
|
+18,326
|
+33%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.01M
|
-$7.39M
|
-72,183
|
-51%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.83M
|
-$7.88M
|
-76,973
|
-53%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.28M
|
+$3.36M
|
+32,813
|
+175%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.14M
|
+$313K
|
+3,063
|
+6%
|
|
|
18
|
Manchester Capital Management
Manchester,
Vermont
|
$4.94M
|
+$4.94M
|
+48,250
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$4.39M
|
+$1.23M
|
+12,057
|
+39%
|
|
|
20
|
Brown Advisory
Baltimore,
Maryland
|
$4.39M
|
+$61.4K
|
+600
|
+1%
|
|
|
21
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.34M
|
+$4.34M
|
+42,390
|
New
|
|
|
22
|
Signature Financial Management
Norfolk,
Virginia
|
$4.3M
|
–
|
–
|
–
|
|
|
23
|
Richard Bernstein Advisors
New York
|
$3.97M
|
-$173K
|
-1,688
|
-4%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$3.7M
|
+$261K
|
+2,553
|
+8%
|
|
|
25
|
Rand Wealth
Baltimore,
Maryland
|
$3.05M
|
-$28.4K
|
-278
|
-0.9%
|
|
