|
1
|
Bank of America
Charlotte,
North Carolina
|
$453M
|
+$30.3M
|
+705,928
|
+7%
|
|
|
2
|
Managed Account Advisors
Jersey City,
New Jersey
|
$34.1M
|
+$3.92M
|
+91,386
|
+14%
|
|
|
3
|
|
$32.2M
|
+$4.05M
|
+94,405
|
+15%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$22.9M
|
+$22.1M
|
+516,110
|
New
|
|
|
5
|
|
$18.2M
|
+$319K
|
+7,442
|
+2%
|
|
|
6
|
Rand Wealth
Baltimore,
Maryland
|
$17.1M
|
+$1.72M
|
+40,129
|
+12%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.3M
|
+$754K
|
+17,580
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$315K
|
+7,340
|
+3%
|
|
|
9
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$11.4M
|
+$137K
|
+3,204
|
+1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.65M
|
-$250K
|
-5,821
|
-3%
|
|
|
11
|
WBH Advisory
Baltimore,
Maryland
|
$7.34M
|
+$370K
|
+8,629
|
+6%
|
|
|
12
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$6.6M
|
-$296K
|
-6,900
|
-4%
|
|
|
13
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$6.44M
|
+$4.08M
|
+95,044
|
+190%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.81M
|
+$2.56M
|
+59,789
|
+84%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.14M
|
+$103K
|
+2,413
|
+2%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$5.09M
|
+$4.91M
|
+114,506
|
New
|
|
|
17
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$5.05M
|
+$478K
|
+11,150
|
+11%
|
|
|
18
|
Dowling & Yahnke
San Diego,
California
|
$4.54M
|
-$15K
|
-350
|
-0.3%
|
|
|
19
|
Baird
Milwaukee,
Wisconsin
|
$3.35M
|
-$78.1K
|
-1,822
|
-2%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.76M
|
+$2.38M
|
+55,386
|
+833%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.74M
|
+$220K
|
+5,121
|
+9%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.71M
|
-$253K
|
-5,900
|
-9%
|
|
|
23
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$2.32M
|
+$44.2K
|
+1,030
|
+2%
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.13M
|
+$405K
|
+9,433
|
+24%
|
|
|
25
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.83M
|
–
|
–
|
–
|
|
