|
1
|
Bank of America
Charlotte,
North Carolina
|
$451M
|
-$12.7M
|
-287,094
|
-3%
|
|
|
2
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$109M
|
+$107M
|
+2,409,200
|
New
|
|
|
3
|
Managed Account Advisors
Jersey City,
New Jersey
|
$67.9M
|
+$32.1M
|
+724,103
|
+94%
|
|
|
4
|
|
$36.9M
|
+$3.77M
|
+84,968
|
+12%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$29.6M
|
+$5.98M
|
+134,676
|
+26%
|
|
|
6
|
|
$20.9M
|
+$2.19M
|
+49,387
|
+12%
|
|
|
7
|
Rand Wealth
Baltimore,
Maryland
|
$17.9M
|
+$427K
|
+9,625
|
+3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.8M
|
+$1.15M
|
+26,004
|
+8%
|
|
|
9
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$11.6M
|
-$81.8K
|
-1,842
|
-0.7%
|
|
|
10
|
|
$11.4M
|
+$9.33M
|
+210,143
|
+536%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
-$1.43M
|
-32,258
|
-12%
|
|
|
12
|
WBH Advisory
Baltimore,
Maryland
|
$8.81M
|
+$1.25M
|
+28,230
|
+17%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.11M
|
+$1.13M
|
+25,399
|
+19%
|
|
|
14
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$6.85M
|
+$79K
|
+1,780
|
+1%
|
|
|
15
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$6.6M
|
–
|
–
|
–
|
|
|
16
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.15M
|
+$6M
|
+135,089
|
New
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.45M
|
+$181K
|
+4,087
|
+4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.96M
|
-$3.81M
|
-85,910
|
-44%
|
|
|
19
|
Dowling & Yahnke
San Diego,
California
|
$4.63M
|
-$18.6K
|
-420
|
-0.4%
|
|
|
20
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$4.53M
|
-$637K
|
-14,361
|
-13%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.23M
|
+$1.37M
|
+30,777
|
+50%
|
|
|
22
|
Baird
Milwaukee,
Wisconsin
|
$3.4M
|
-$27.9K
|
-628
|
-0.8%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.23M
|
+$436K
|
+9,814
|
+16%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$2.78M
|
-$30.4K
|
-685
|
-1%
|
|
|
25
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$2.64M
|
+$1.34M
|
+30,205
|
+109%
|
|
