|
1
|
Bank of America
Charlotte,
North Carolina
|
$304M
|
-$190M
|
-2,014,019
|
-40%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$124M
|
+$2.79M
|
+29,682
|
+2%
|
|
|
3
|
|
$58.8M
|
-$583K
|
-6,192
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$48.6M
|
+$30.6M
|
+324,553
|
+202%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.8M
|
+$9.74M
|
+103,447
|
+59%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$19.6M
|
+$16.5M
|
+174,707
|
+824%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$11.7M
|
+$430K
|
+4,571
|
+4%
|
|
|
8
|
Dowling & Yahnke
San Diego,
California
|
$10.1M
|
-$32.1K
|
-341
|
-0.3%
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$9.77M
|
-$60.1K
|
-638
|
-0.6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$7.59M
|
-$614K
|
-6,520
|
-8%
|
|
|
11
|
First Business Financial Services
Madison,
Wisconsin
|
$7.4M
|
-$7.22M
|
-76,638
|
-51%
|
|
|
12
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$7.32M
|
+$73.9K
|
+785
|
+1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$6.95M
|
+$568K
|
+6,035
|
+10%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$5.9M
|
-$2.71M
|
-28,824
|
-33%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.42M
|
+$639K
|
+6,782
|
+15%
|
|
|
16
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.8M
|
-$159K
|
-1,685
|
-3%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.34M
|
-$48.8K
|
-518
|
-1%
|
|
|
18
|
Forward Management
San Francisco,
California
|
$4.28M
|
-$502K
|
-5,331
|
-11%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$4M
|
-$4.52M
|
-48,021
|
-55%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.96M
|
-$533K
|
-5,662
|
-13%
|
|
|
21
|
Xponance
Philadelphia,
Pennsylvania
|
$3.78M
|
-$269K
|
-2,852
|
-7%
|
|
|
22
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.73M
|
-$47.8K
|
-508
|
-1%
|
|
|
23
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.59M
|
+$47.4K
|
+503
|
+1%
|
|
|
24
|
Karp Capital Management
Sausalito,
California
|
$3.22M
|
-$115K
|
-1,219
|
-4%
|
|
|
25
|
Visionary Asset Management
Houston,
Texas
|
$3.07M
|
-$81.6K
|
-867
|
-3%
|
|
