|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$239M
|
+$139M
|
+1,571,069
|
+133%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$165M
|
-$4.83M
|
-54,735
|
-3%
|
|
|
3
|
|
$160M
|
+$25.2M
|
+286,289
|
+18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$134M
|
-$10.6M
|
-119,800
|
-7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$119M
|
+$11.5M
|
+129,884
|
+10%
|
|
|
6
|
|
$86.5M
|
+$2.15M
|
+24,383
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.9M
|
+$1.8M
|
+20,439
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$38.7M
|
+$7.81M
|
+88,594
|
+25%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$27M
|
-$3.89M
|
-44,100
|
-12%
|
|
|
10
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$22.1M
|
-$1.03M
|
-11,692
|
-4%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$20.9M
|
+$195K
|
+2,215
|
+0.9%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.8M
|
+$1.29M
|
+14,680
|
+7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.4M
|
+$9.9M
|
+112,344
|
+126%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$17.3M
|
-$753K
|
-8,546
|
-4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.1M
|
+$200K
|
+2,267
|
+1%
|
|
|
16
|
RiverFront Investment Group
Richmond,
Virginia
|
$14.9M
|
-$69.1K
|
-784
|
-0.5%
|
|
|
17
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.7M
|
+$2.05M
|
+23,254
|
+17%
|
|
|
18
|
KCM Investment Advisors
Greenbrae,
California
|
$14.6M
|
-$295K
|
-3,344
|
-2%
|
|
|
19
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$10.9M
|
+$251K
|
+2,847
|
+2%
|
|
|
20
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.8M
|
-$123K
|
-1,400
|
-1%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$10.5M
|
+$626K
|
+7,104
|
+6%
|
|
|
22
|
Personal Capital Advisors
Redwood City,
California
|
$9.34M
|
+$686K
|
+7,783
|
+8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.49M
|
-$2.84M
|
-32,159
|
-25%
|
|
|
24
|
Dowling & Yahnke
San Diego,
California
|
$7.8M
|
+$107K
|
+1,209
|
+1%
|
|
|
25
|
Astor Investment Management
Chicago,
Illinois
|
$7.6M
|
+$7.73M
|
+87,642
|
New
|
|
