|
1
|
Bank of America
Charlotte,
North Carolina
|
$380M
|
-$71.5M
|
-570,073
|
-16%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$159M
|
+$33.2M
|
+264,596
|
+27%
|
|
|
3
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$41.4M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.9M
|
+$4.57M
|
+36,412
|
+13%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.5M
|
+$244K
|
+1,948
|
+0.8%
|
|
|
6
|
|
$23.4M
|
-$891K
|
-7,096
|
-4%
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$19.2M
|
+$1.48M
|
+11,774
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$19.8K
|
+158
|
+0.1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
-$2.86M
|
-22,824
|
-18%
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$11.6M
|
+$126K
|
+1,005
|
+1%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.2M
|
+$121K
|
+965
|
+1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
-$1.19M
|
-9,454
|
-10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10M
|
+$232K
|
+1,849
|
+2%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$8.16M
|
–
|
–
|
–
|
|
|
15
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$8.07M
|
+$1.22M
|
+9,684
|
+18%
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$6.77M
|
-$165K
|
-1,315
|
-2%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.43M
|
-$228K
|
-1,816
|
-3%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$6M
|
-$428K
|
-3,410
|
-7%
|
|
|
19
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$5.21M
|
+$60K
|
+478
|
+1%
|
|
|
20
|
Resources Management Corp
West Hartford,
Connecticut
|
$5.14M
|
+$5.1M
|
+40,663
|
New
|
|
|
21
|
Starr International Company
Zug,
Switzerland
|
$5.12M
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$5.11M
|
+$1.92M
|
+15,273
|
+61%
|
|
|
23
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$5.06M
|
+$144K
|
+1,146
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.99M
|
+$1.34M
|
+10,686
|
+37%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.99M
|
-$182K
|
-1,454
|
-4%
|
|
