|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$635M
|
+$145M
|
+1,345,497
|
+29%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$381M
|
-$38.3M
|
-355,779
|
-9%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$99.6M
|
+$21.8M
|
+202,511
|
+27%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
+$4.74M
|
+43,939
|
+13%
|
|
|
5
|
|
$26.3M
|
-$3.53M
|
-32,764
|
-12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21M
|
-$2.32M
|
-21,549
|
-10%
|
|
|
7
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$20.6M
|
+$2.51M
|
+23,274
|
+13%
|
|
|
8
|
Hollencrest Capital Management
Newport Beach,
California
|
$15.7M
|
-$46.9K
|
-435
|
-0.3%
|
|
|
9
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$9.85M
|
-$302K
|
-2,800
|
-3%
|
|
|
10
|
Rand Wealth
Baltimore,
Maryland
|
$9.64M
|
-$41.9K
|
-389
|
-0.4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.74M
|
+$114K
|
+1,061
|
+1%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.25M
|
-$147K
|
-1,365
|
-2%
|
|
|
13
|
Bailard
Foster City,
California
|
$5.21M
|
-$26.6K
|
-247
|
-0.5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.96M
|
-$54.9K
|
-509
|
-1%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$4.3M
|
–
|
–
|
–
|
|
|
16
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$4.08M
|
-$4.85M
|
-45,000
|
-54%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$3.6M
|
+$147K
|
+1,363
|
+4%
|
|
|
18
|
Archford Capital Strategies
Swansea,
Illinois
|
$3.44M
|
+$399K
|
+3,700
|
+13%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.1M
|
+$3.19M
|
+29,642
|
New
|
|
|
20
|
|
$2.88M
|
-$24.3K
|
-225
|
-0.8%
|
|
|
21
|
Visionary Asset Management
Houston,
Texas
|
$2.69M
|
+$620K
|
+5,750
|
+29%
|
|
|
22
|
Chatham Capital Group
Savannah,
Georgia
|
$2.61M
|
-$278K
|
-2,575
|
-9%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.2M
|
+$283K
|
+2,628
|
+14%
|
|
|
24
|
Train Babcock Advisors
New York
|
$2.19M
|
+$2.69K
|
+25
|
+0.1%
|
|
|
25
|
Credit Suisse
Zurich,
Switzerland
|
$2.17M
|
+$767K
|
+7,113
|
+52%
|
|
