|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$14.9M
|
+$177K
|
+2,494
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
+$1.7M
|
+23,955
|
+17%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.06M
|
-$1.04M
|
-14,550
|
-10%
|
|
|
4
|
|
$8.17M
|
-$919K
|
-12,918
|
-10%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.19M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.93M
|
+$1.11M
|
+15,653
|
+24%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.56M
|
+$3.41M
|
+47,904
|
+320%
|
|
|
8
|
Cavalier Investments
Alpharetta,
Georgia
|
$3.96M
|
+$275K
|
+3,860
|
+8%
|
|
|
9
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.85M
|
-$38.6K
|
-543
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.07M
|
-$2.63M
|
-36,954
|
-56%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.79M
|
-$1.83M
|
-25,743
|
-51%
|
|
|
12
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.69M
|
-$239K
|
-3,357
|
-13%
|
|
|
13
|
NTV Asset Management
Charleston,
West Virginia
|
$1.68M
|
+$975K
|
+13,700
|
+145%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.67M
|
+$1.37M
|
+19,290
|
+509%
|
|
|
15
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.52M
|
-$51.5K
|
-724
|
-3%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
$1.52M
|
+$1.49M
|
+21,002
|
New
|
|
|
17
|
|
$1.34M
|
+$46.8K
|
+658
|
+4%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$1.19M
|
-$1.78K
|
-25
|
-0.2%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$1.05M
|
+$19.8K
|
+278
|
+2%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$972K
|
+$712
|
+10
|
+0.1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$965K
|
+$62.6K
|
+880
|
+7%
|
|
|
22
|
SignalPoint Asset Management
Springfield,
Missouri
|
$953K
|
-$82.7K
|
-1,162
|
-8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$900K
|
-$71.7K
|
-1,007
|
-8%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$708K
|
+$70.7K
|
+994
|
+11%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$670K
|
+$8.4K
|
+118
|
+1%
|
|
