|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$373M
|
+$114M
|
+2,367,294
|
+46%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$259M
|
-$241M
|
-5,018,703
|
-49%
|
|
|
3
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$158M
|
+$42.8M
|
+889,820
|
+39%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$63M
|
+$10.3M
|
+213,721
|
+20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$54M
|
+$52.2M
|
+1,086,346
|
New
|
|
|
6
|
|
$31.6M
|
+$4.48M
|
+93,242
|
+17%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.6M
|
+$2.37M
|
+49,307
|
+16%
|
|
|
8
|
Rand Wealth
Baltimore,
Maryland
|
$17.5M
|
-$1.38M
|
-28,795
|
-7%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.8M
|
-$1M
|
-20,808
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
+$3.6M
|
+74,821
|
+33%
|
|
|
11
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$12.8M
|
+$173K
|
+3,602
|
+1%
|
|
|
12
|
WBH Advisory
Baltimore,
Maryland
|
$10.6M
|
-$47.7K
|
-991
|
-0.5%
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10M
|
-$2.26M
|
-47,000
|
-19%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.47M
|
+$227K
|
+4,722
|
+3%
|
|
|
15
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$7.21M
|
–
|
–
|
–
|
|
|
16
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.38M
|
-$10.2K
|
-212
|
-0.2%
|
|
|
17
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$5.62M
|
+$864K
|
+17,970
|
+19%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.45M
|
+$772K
|
+16,055
|
+17%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.37M
|
+$2.15M
|
+44,766
|
+71%
|
|
|
20
|
Dowling & Yahnke
San Diego,
California
|
$4.58M
|
-$64.9K
|
-1,350
|
-1%
|
|
|
21
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4.57M
|
+$4.02M
|
+83,556
|
+994%
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.96M
|
+$655K
|
+13,626
|
New
|
|
|
23
|
Baird
Milwaukee,
Wisconsin
|
$3.65M
|
+$84.8K
|
+1,764
|
+2%
|
|
|
24
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$3.24M
|
-$375K
|
-7,800
|
-11%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.19M
|
+$268K
|
+5,564
|
+10%
|
|
