|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$13.7M
|
-$105K
|
-1,732
|
-0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$9.71M
|
+$117K
|
+1,928
|
+1%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.4M
|
+$7.98M
|
+131,226
|
+1,605%
|
|
|
4
|
|
$8.46M
|
-$3.48M
|
-57,240
|
-31%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.19M
|
-$637K
|
-10,464
|
-9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.46M
|
-$1.32M
|
-21,683
|
-25%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.42M
|
+$2.28M
|
+37,443
|
+133%
|
|
|
8
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.61M
|
-$1.22M
|
-20,136
|
-27%
|
|
|
9
|
Cavalier Investments
Alpharetta,
Georgia
|
$3.42M
|
+$3.09M
|
+50,815
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.4M
|
+$711K
|
+11,691
|
+30%
|
|
|
11
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.79M
|
+$41.5K
|
+683
|
+3%
|
|
|
12
|
|
$1.57M
|
-$1.74M
|
-28,530
|
-55%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.55M
|
+$1.06M
|
+17,473
|
+314%
|
|
|
14
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.47M
|
-$12.7K
|
-209
|
-1%
|
|
|
15
|
|
$1.21M
|
+$273K
|
+4,491
|
+34%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.11M
|
+$16.9K
|
+277
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.01M
|
-$19K
|
-313
|
-2%
|
|
|
18
|
Private Advisory Group
Redmond,
Washington
|
$969K
|
-$131K
|
-2,151
|
-13%
|
|
|
19
|
SignalPoint Asset Management
Springfield,
Missouri
|
$964K
|
-$70.7K
|
-1,163
|
-8%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$953K
|
+$38.9K
|
+640
|
+5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$903K
|
-$761K
|
-12,506
|
-48%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$903K
|
+$1.22K
|
+20
|
+0.1%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$837K
|
+$17.5K
|
+288
|
+2%
|
|
|
24
|
NTV Asset Management
Charleston,
West Virginia
|
$636K
|
+$45.6K
|
+750
|
+9%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$615K
|
+$912
|
+15
|
+0.2%
|
|
