|
1
|
Bank of America
Charlotte,
North Carolina
|
$477M
|
+$44M
|
+453,750
|
+10%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$114M
|
+$114M
|
+1,179,630
|
+4,158%
|
|
|
3
|
|
$56M
|
+$10.5M
|
+108,605
|
+22%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35.5M
|
+$1.94M
|
+20,020
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
-$7.77M
|
-80,052
|
-32%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$1.04M
|
+10,704
|
+7%
|
|
|
7
|
First Business Financial Services
Madison,
Wisconsin
|
$14.2M
|
+$14.6M
|
+150,565
|
New
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$10.6M
|
+$788K
|
+8,120
|
+8%
|
|
|
9
|
Dowling & Yahnke
San Diego,
California
|
$9.57M
|
-$265K
|
-2,735
|
-3%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$9.27M
|
+$111K
|
+1,147
|
+1%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$8.3M
|
-$1.47M
|
-15,169
|
-15%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$8.28M
|
+$1.87M
|
+19,300
|
+28%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.77M
|
+$581K
|
+5,988
|
+8%
|
|
|
14
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$6.83M
|
+$7.02M
|
+72,341
|
New
|
|
|
15
|
Berkeley Capital Partners
Milton,
Georgia
|
$6.03M
|
+$47.9K
|
+494
|
+0.8%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.99M
|
-$735K
|
-7,576
|
-11%
|
|
|
17
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.68M
|
-$172K
|
-1,777
|
-3%
|
|
|
18
|
Forward Management
San Francisco,
California
|
$4.54M
|
+$314K
|
+3,234
|
+7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.27M
|
-$22.5M
|
-231,356
|
-84%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.26M
|
-$2.67M
|
-27,498
|
-38%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.14M
|
+$234K
|
+2,412
|
+6%
|
|
|
22
|
Xponance
Philadelphia,
Pennsylvania
|
$3.72M
|
-$7.97M
|
-82,174
|
-68%
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.56M
|
-$20.3K
|
-209
|
-0.6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.46M
|
+$318K
|
+3,281
|
+10%
|
|
|
25
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.34M
|
-$13.4K
|
-138
|
-0.4%
|
|
