|
1
|
Bank of America
Charlotte,
North Carolina
|
$761M
|
+$75.9M
|
+570,523
|
+11%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$188M
|
-$1.47M
|
-11,074
|
-0.8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$89.4M
|
-$6.97M
|
-52,348
|
-7%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$66.1M
|
+$8.99M
|
+67,594
|
+16%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$42M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$37.7M
|
+$10.7M
|
+80,553
|
+39%
|
|
|
7
|
|
$30.4M
|
-$2.2M
|
-16,500
|
-7%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$30.4M
|
+$6.98M
|
+52,450
|
+29%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$25.3M
|
-$913K
|
-6,864
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
-$2.52M
|
-18,938
|
-9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.1M
|
+$289K
|
+2,175
|
+1%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$13M
|
+$4.08M
|
+30,699
|
+45%
|
|
|
13
|
Dowling & Yahnke
San Diego,
California
|
$12.9M
|
-$18.6K
|
-140
|
-0.1%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$10.2M
|
–
|
–
|
–
|
|
|
15
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$10M
|
+$73.5K
|
+552
|
+0.7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.7M
|
+$822K
|
+6,180
|
+9%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$8.41M
|
-$282K
|
-2,120
|
-3%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.17M
|
-$1.71M
|
-12,820
|
-17%
|
|
|
19
|
|
$7.88M
|
+$6.8M
|
+51,089
|
+578%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.59M
|
-$381K
|
-2,865
|
-5%
|
|
|
21
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$6.23M
|
-$159K
|
-1,196
|
-2%
|
|
|
22
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$6.01M
|
–
|
–
|
–
|
|
|
23
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$6M
|
-$530K
|
-3,980
|
-8%
|
|
|
24
|
Madison Investment Holdings
Madison,
Wisconsin
|
$4.97M
|
+$38.2K
|
+287
|
+0.8%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.87M
|
+$7.72K
|
+58
|
+0.2%
|
|
