|
1
|
Bank of America
Charlotte,
North Carolina
|
$392M
|
-$10.6M
|
-82,147
|
-3%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$169M
|
-$177K
|
-1,372
|
-0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.9M
|
+$2.4M
|
+18,624
|
+6%
|
|
|
4
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$43.7M
|
–
|
–
|
–
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$31.7M
|
+$105K
|
+811
|
+0.3%
|
|
|
6
|
|
$26.3M
|
+$1.41M
|
+10,957
|
+6%
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$21.9M
|
+$1.42M
|
+10,990
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
-$1.3M
|
-10,122
|
-9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
-$483K
|
-3,746
|
-4%
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$12.6M
|
+$300K
|
+2,327
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
+$734K
|
+5,693
|
+7%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11M
|
+$158K
|
+1,223
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$195K
|
+1,515
|
+2%
|
|
|
14
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$9.45M
|
+$851K
|
+6,605
|
+10%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$8.66M
|
–
|
–
|
–
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.09M
|
-$96.7K
|
-750
|
-1%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.74M
|
-$85.9K
|
-666
|
-1%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$6.52M
|
+$1.06M
|
+8,200
|
+20%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.38M
|
+$1.04M
|
+8,034
|
+20%
|
|
|
20
|
Pathstone Family Office
Englewood,
New Jersey
|
$5.97M
|
+$574K
|
+4,453
|
New
|
|
|
21
|
M Holdings Securities
Portland,
Oregon
|
$5.52M
|
+$287K
|
+2,224
|
+6%
|
|
|
22
|
Starr International Company
Zug,
Switzerland
|
$5.43M
|
–
|
–
|
–
|
|
|
23
|
Resources Management Corp
West Hartford,
Connecticut
|
$5.38M
|
-$66.4K
|
-515
|
-1%
|
|
|
24
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$5.37M
|
-$162K
|
-1,253
|
-3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.34M
|
+$43.1K
|
+334
|
+0.8%
|
|
