|
1
|
Bank of America
Charlotte,
North Carolina
|
$297M
|
+$9.55M
|
+97,077
|
+3%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$130M
|
+$13.5M
|
+136,761
|
+11%
|
|
|
3
|
|
$55.5M
|
-$207K
|
-2,105
|
-0.4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.5M
|
+$29.2M
|
+296,590
|
+107%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$46.5M
|
+$443K
|
+4,505
|
+0.9%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$41.3M
|
+$23.6M
|
+239,853
|
+122%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$11.5M
|
+$414K
|
+4,208
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
+$3.02M
|
+30,668
|
+40%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$9.69M
|
+$3.25M
|
+33,026
|
+48%
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$9.32M
|
-$274K
|
-2,790
|
-3%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$9.18M
|
-$75.9K
|
-771
|
-0.8%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$4.82M
|
-$801K
|
-8,145
|
-14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.46M
|
-$521K
|
-5,300
|
-10%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.22M
|
+$486K
|
+4,943
|
+12%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.21M
|
+$99.9K
|
+1,015
|
+2%
|
|
|
16
|
Graticule Asia Macro Advisors
New York
|
$3.89M
|
+$4.03M
|
+41,000
|
New
|
|
|
17
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.47M
|
+$74.3K
|
+755
|
+2%
|
|
|
18
|
Visionary Asset Management
Houston,
Texas
|
$3.13M
|
+$226K
|
+2,299
|
+8%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.07M
|
-$481K
|
-4,887
|
-13%
|
|
|
20
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.92M
|
+$3.03M
|
+30,814
|
New
|
|
|
21
|
WBH Advisory
Baltimore,
Maryland
|
$2.79M
|
-$28.3K
|
-288
|
-1%
|
|
|
22
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.62M
|
-$28K
|
-285
|
-1%
|
|
|
23
|
Xponance
Philadelphia,
Pennsylvania
|
$2.58M
|
-$915K
|
-9,296
|
-25%
|
|
|
24
|
Tiverton Asset Management
Wilimington,
Delaware
|
$2.57M
|
+$2.67M
|
+27,124
|
New
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$2.55M
|
+$58.6K
|
+596
|
+2%
|
|
