|
1
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
+$287K
|
+2,415
|
+0.2%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$84.2M
|
+$17.5M
|
+146,870
|
+27%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$72.6M
|
+$13.8M
|
+115,802
|
+24%
|
|
|
4
|
|
$56.5M
|
+$18.8M
|
+158,434
|
+52%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$48.5M
|
+$6.84M
|
+57,537
|
+17%
|
|
|
6
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$39.7M
|
-$1.71M
|
-14,423
|
-4%
|
|
|
7
|
Schroder Investment Management Group
London,
United Kingdom
|
$36.9M
|
+$13.4M
|
+113,103
|
+59%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.5M
|
+$3.71M
|
+31,191
|
+20%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.6M
|
+$1.01M
|
+8,530
|
+8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$12.6M
|
+$8.2M
|
+68,963
|
+203%
|
|
|
11
|
|
$12.3M
|
+$10.2M
|
+85,429
|
+569%
|
|
|
12
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$9.7M
|
-$594K
|
-5,000
|
-6%
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.54M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$9.45M
|
+$3.09M
|
+26,022
|
+50%
|
|
|
15
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$9.32M
|
+$261K
|
+2,199
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.25M
|
+$1.42M
|
+11,949
|
+25%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$7.22M
|
+$1.75M
|
+14,731
|
+33%
|
|
|
18
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.8M
|
+$6.6M
|
+55,540
|
New
|
|
|
19
|
Bailard
Foster City,
California
|
$6.2M
|
-$22.6K
|
-190
|
-0.4%
|
|
|
20
|
Rand Wealth
Baltimore,
Maryland
|
$5.97M
|
+$162K
|
+1,364
|
+3%
|
|
|
21
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3.83M
|
+$1.04M
|
+8,761
|
+39%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.69M
|
-$877K
|
-7,382
|
-20%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.58M
|
+$257K
|
+2,160
|
+8%
|
|
|
24
|
National Planning Corporation
El Segundo,
California
|
$3.5M
|
+$203K
|
+1,708
|
+6%
|
|
|
25
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.13M
|
+$3.03M
|
+25,535
|
New
|
|
