|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$11M
|
+$10M
|
+211,625
|
+13,394%
|
|
|
2
|
|
$10.4M
|
-$2.54M
|
-53,412
|
-21%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.48M
|
-$2.05M
|
-43,110
|
-19%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.32M
|
-$1.25M
|
-26,282
|
-13%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.38M
|
-$5.03M
|
-106,031
|
-46%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.8M
|
-$4.49M
|
-94,620
|
-51%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.61M
|
+$117K
|
+2,468
|
+3%
|
|
|
8
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.83M
|
-$43.7K
|
-920
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.1M
|
+$144K
|
+3,042
|
+8%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
+$1.4M
|
+29,560
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.31M
|
+$983K
|
+20,715
|
+459%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
-$1.07M
|
-22,483
|
-49%
|
|
|
13
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.12M
|
-$94.2K
|
-1,985
|
-8%
|
|
|
14
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.1M
|
+$1M
|
+21,143
|
New
|
|
|
15
|
Private Advisory Group
Redmond,
Washington
|
$863K
|
-$35.2K
|
-741
|
-4%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$838K
|
+$570K
|
+12,001
|
+288%
|
|
|
17
|
SignalPoint Asset Management
Springfield,
Missouri
|
$835K
|
-$31.5K
|
-663
|
-4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$807K
|
+$93.3K
|
+1,966
|
+14%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$721K
|
+$902
|
+19
|
+0.1%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$704K
|
+$43.3K
|
+912
|
+7%
|
|
|
21
|
|
$690K
|
+$55.5K
|
+1,169
|
+10%
|
|
|
22
|
Alpine Woods Capital Investors
Purchase,
New York
|
$580K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$550K
|
+$184K
|
+3,882
|
+58%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$494K
|
+$71.7K
|
+1,510
|
+19%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$473K
|
-$3.18K
|
-67
|
-0.7%
|
|
