|
1
|
Bank of America
Charlotte,
North Carolina
|
$798M
|
-$209M
|
-3,468,048
|
-21%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$331M
|
-$11.1M
|
-184,005
|
-3%
|
|
|
3
|
|
$191M
|
+$409K
|
+6,772
|
+0.2%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$170M
|
+$4.4M
|
+72,932
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$157M
|
+$7.31M
|
+120,950
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$76.1M
|
+$11.2M
|
+185,636
|
+18%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$70.3M
|
-$9.23M
|
-152,829
|
-12%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$47.4M
|
+$13.6M
|
+225,953
|
+42%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$46.9M
|
+$10.7M
|
+177,264
|
+31%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45.5M
|
-$1.01M
|
-16,666
|
-2%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$35.2M
|
+$1.52M
|
+25,223
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.9M
|
-$1.55M
|
-25,723
|
-5%
|
|
|
13
|
|
$24.9M
|
-$19.5M
|
-322,139
|
-45%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$24.6M
|
+$2.12M
|
+35,093
|
+10%
|
|
|
15
|
Rand Wealth
Baltimore,
Maryland
|
$19.3M
|
-$114K
|
-1,895
|
-0.6%
|
|
|
16
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$17.2M
|
+$16.6M
|
+274,400
|
New
|
|
|
17
|
D'Orazio & Associates
Falls Church,
Virginia
|
$14.1M
|
+$11.6M
|
+192,014
|
+562%
|
|
|
18
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$14.1M
|
+$369K
|
+6,113
|
+3%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$13.5M
|
+$352K
|
+5,834
|
+3%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.4M
|
-$718K
|
-11,891
|
-6%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.2M
|
+$2.26M
|
+37,392
|
+24%
|
|
|
22
|
WBH Advisory
Baltimore,
Maryland
|
$12.1M
|
-$64.2K
|
-1,063
|
-0.5%
|
|
|
23
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$11.5M
|
-$176K
|
-2,909
|
-2%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.4M
|
-$15.1M
|
-250,788
|
-58%
|
|
|
25
|
Madison Investment Holdings
Madison,
Wisconsin
|
$10.8M
|
+$10.5M
|
+173,214
|
New
|
|
