|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$127M
|
+$5.47M
|
+63,375
|
+5%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$84.6M
|
+$7.2M
|
+83,459
|
+104%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$82.5M
|
-$2.31M
|
-26,801
|
-3%
|
|
|
4
|
|
$35.8M
|
+$11.3M
|
+131,075
|
+47%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$22.7M
|
+$9.11M
|
+105,608
|
+68%
|
|
|
6
|
Meitav Investment House
Bene-Beraq,
Israel
|
$21.2M
|
-$7.33M
|
-84,900
|
-26%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
+$6.52M
|
+75,590
|
+48%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$17M
|
+$10.5M
|
+121,674
|
+166%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.2M
|
+$11.2M
|
+129,306
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$861K
|
+9,981
|
+9%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$9.15M
|
+$6.73M
|
+77,985
|
+287%
|
|
|
12
|
Estate Counselors
Thiensville,
Wisconsin
|
$9.04M
|
+$8.97M
|
+103,960
|
New
|
|
|
13
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.7M
|
–
|
–
|
–
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$7.61M
|
-$463K
|
-5,364
|
-6%
|
|
|
15
|
Dowling & Yahnke
San Diego,
California
|
$7.15M
|
-$374K
|
-4,337
|
-5%
|
|
|
16
|
Personal Capital Advisors
Redwood City,
California
|
$6.54M
|
+$588K
|
+6,809
|
+10%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.24M
|
+$2.76M
|
+31,949
|
+113%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.13M
|
+$1.28M
|
+14,809
|
+33%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$4.93M
|
+$4.89M
|
+56,685
|
New
|
|
|
20
|
Bailard
Foster City,
California
|
$4.46M
|
+$3.15M
|
+36,555
|
+248%
|
|
|
21
|
|
$4.43M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.93M
|
+$1.77M
|
+20,472
|
+83%
|
|
|
23
|
|
$3.68M
|
+$1.96M
|
+22,669
|
+116%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.65M
|
–
|
–
|
–
|
|
|
25
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.1M
|
+$104K
|
+1,205
|
+3%
|
|
