|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$131M
|
-$28.2M
|
-255,515
|
-18%
|
|
|
2
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$112M
|
+$18.8M
|
+170,000
|
+20%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
-$27.4M
|
-248,588
|
-43%
|
|
|
4
|
|
$36.4M
|
+$7.3M
|
+66,105
|
+25%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.3M
|
-$1.33M
|
-12,028
|
-5%
|
|
|
6
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$24M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.6M
|
+$1.53M
|
+13,864
|
+7%
|
|
|
8
|
Dowling & Yahnke
San Diego,
California
|
$13.2M
|
-$575K
|
-5,209
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
-$549K
|
-4,974
|
-5%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.2M
|
-$408K
|
-3,698
|
-4%
|
|
|
11
|
Personal Capital Advisors
Redwood City,
California
|
$9.25M
|
+$2.42M
|
+21,935
|
+36%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.2M
|
+$1.07M
|
+9,685
|
+13%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$8.67M
|
+$3.26M
|
+29,569
|
+62%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$8.61M
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.4M
|
-$231K
|
-2,092
|
-3%
|
|
|
16
|
Lazard Asset Management
New York
|
$6.72M
|
+$6.64M
|
+60,135
|
New
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
$5.45M
|
+$132K
|
+1,199
|
+3%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$4.96M
|
-$89.8K
|
-813
|
-2%
|
|
|
19
|
|
$4.8M
|
+$24.3K
|
+220
|
+0.5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.39M
|
-$539K
|
-4,880
|
-11%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.9M
|
+$103K
|
+936
|
+3%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.81M
|
-$401K
|
-3,630
|
-10%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.44M
|
-$212K
|
-1,922
|
-6%
|
|
|
24
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.4M
|
-$119K
|
-1,081
|
-3%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.17M
|
-$1.65M
|
-14,924
|
-34%
|
|
