|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$175M
|
+$51.3M
|
+592,370
|
+41%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
+$3.07M
|
+35,474
|
+2%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$77.1M
|
+$18.6M
|
+215,096
|
+32%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$33.2M
|
-$1.93M
|
-22,318
|
-5%
|
|
|
5
|
RiverFront Investment Group
Richmond,
Virginia
|
$32.1M
|
+$32.2M
|
+371,765
|
New
|
|
|
6
|
|
$28.2M
|
+$3.32M
|
+38,297
|
+13%
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$10M
|
-$60.1K
|
-694
|
-0.6%
|
|
|
8
|
Dowling & Yahnke
San Diego,
California
|
$9.77M
|
-$21.2K
|
-245
|
-0.2%
|
|
|
9
|
Hollencrest Capital Management
Newport Beach,
California
|
$8.77M
|
-$123K
|
-1,421
|
-1%
|
|
|
10
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$7.07M
|
+$6.99M
|
+80,688
|
+7,773%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.47M
|
-$2.33M
|
-26,934
|
-26%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.78M
|
+$917K
|
+10,577
|
+19%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.88M
|
-$674K
|
-7,774
|
-12%
|
|
|
14
|
|
$4.76M
|
-$230K
|
-2,658
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.86M
|
+$1.62M
|
+18,732
|
+72%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.74M
|
+$270K
|
+3,114
|
+8%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.5M
|
-$110K
|
-1,268
|
-3%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.65M
|
+$2.66M
|
+30,678
|
New
|
|
|
19
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.62M
|
+$1.3K
|
+15
|
+0%
|
|
|
20
|
WBH Advisory
Baltimore,
Maryland
|
$2.5M
|
-$334K
|
-3,857
|
-12%
|
|
|
21
|
|
$2.42M
|
-$3.27M
|
-37,722
|
-57%
|
|
|
22
|
Visionary Asset Management
Houston,
Texas
|
$2.11M
|
+$1.53M
|
+17,607
|
+260%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.82M
|
+$244K
|
+2,810
|
+15%
|
|
|
24
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.77M
|
+$26.3K
|
+303
|
+2%
|
|
|
25
|
American International Group
New York
|
$1.57M
|
+$1.29M
|
+14,838
|
+441%
|
|
