|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.39B
|
-$8.16M
|
-50,966
|
-0.6%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$175M
|
-$554K
|
-3,462
|
-0.3%
|
|
|
3
|
|
$104M
|
+$14M
|
+87,647
|
+17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$65.6M
|
+$8.21M
|
+51,304
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$50.6M
|
+$320K
|
+1,996
|
+0.7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$48M
|
+$2.86M
|
+17,839
|
+7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$22.8M
|
+$12.9M
|
+80,411
|
+149%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.6M
|
+$622K
|
+3,886
|
+3%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$20M
|
-$1.62M
|
-10,096
|
-8%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$18.9M
|
+$1.14M
|
+7,146
|
+7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
-$1.75M
|
-10,925
|
-10%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.1M
|
+$4.2M
|
+26,267
|
+38%
|
|
|
13
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$16M
|
+$107K
|
+667
|
+0.7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$2.63M
|
+16,419
|
+22%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$12.7M
|
+$11.6M
|
+72,231
|
+3,215%
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$11.7M
|
+$3.66M
|
+22,853
|
+50%
|
|
|
17
|
Marks Wealth
Annapolis,
Maryland
|
$11.4M
|
+$10.8M
|
+67,194
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.9M
|
+$1.31M
|
+8,153
|
+15%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$10.7M
|
+$2.97M
|
+18,546
|
+42%
|
|
|
20
|
Alaska Permanent Fund
Juneau,
Alaska
|
$8.64M
|
+$3.01M
|
+18,830
|
+59%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.23M
|
+$384K
|
+2,399
|
+5%
|
|
|
22
|
|
$6.91M
|
-$56K
|
-350
|
-0.9%
|
|
|
23
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.4M
|
-$530K
|
-3,310
|
-8%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.3M
|
+$169K
|
+1,053
|
+3%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.01M
|
+$1.44M
|
+8,995
|
+34%
|
|
