|
1
|
Bank of America
Charlotte,
North Carolina
|
$194M
|
-$256M
|
-2,841,243
|
-57%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$120M
|
+$6M
|
+66,663
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.6M
|
+$34.5M
|
+383,839
|
+277%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$37.5M
|
+$36.6M
|
+406,774
|
+9,298%
|
|
|
5
|
|
$35.2M
|
-$7.25M
|
-80,549
|
-17%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$13.4M
|
+$8.1M
|
+90,084
|
+158%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
+$28.7K
|
+319
|
+0.2%
|
|
|
8
|
Meitav Investment House
Bene-Beraq,
Israel
|
$12.9M
|
+$12.8M
|
+142,068
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
-$8.39M
|
-93,234
|
-42%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$8.63M
|
-$32.6K
|
-362
|
-0.4%
|
|
|
11
|
Dowling & Yahnke
San Diego,
California
|
$8.6M
|
-$168K
|
-1,863
|
-2%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$8.24M
|
-$242K
|
-2,690
|
-3%
|
|
|
13
|
Personal Capital Advisors
Redwood City,
California
|
$5.79M
|
+$1.6M
|
+17,818
|
+39%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.87M
|
+$1.11M
|
+12,380
|
+30%
|
|
|
15
|
|
$4.86M
|
+$4.4M
|
+48,862
|
+1,107%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$4.45M
|
+$3.74M
|
+41,591
|
+573%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.45M
|
+$1.63M
|
+18,132
|
+59%
|
|
|
18
|
Busey Bank
Urbana,
Illinois
|
$3.9M
|
+$3.85M
|
+42,832
|
New
|
|
|
19
|
Trust Company
Manhattan,
Kansas
|
$3.5M
|
+$3.45M
|
+38,350
|
New
|
|
|
20
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.04M
|
-$29.2K
|
-325
|
-1%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.91M
|
+$1.59M
|
+17,691
|
+124%
|
|
|
22
|
Visionary Asset Management
Houston,
Texas
|
$2.77M
|
-$84.9K
|
-944
|
-3%
|
|
|
23
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.66M
|
-$42.8K
|
-476
|
-2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.64M
|
-$910K
|
-10,117
|
-26%
|
|
|
25
|
WBH Advisory
Baltimore,
Maryland
|
$2.48M
|
-$51.6K
|
-574
|
-2%
|
|
