|
1
|
Bank of America
Charlotte,
North Carolina
|
$985M
|
-$100M
|
-651,308
|
-8%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$83.1M
|
-$78.9M
|
-512,196
|
-46%
|
|
|
3
|
|
$73.8M
|
-$15M
|
-97,429
|
-15%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$55.8M
|
-$1.3M
|
-8,449
|
-2%
|
|
|
5
|
Main Management ETF Advisors
San Francisco,
California
|
$54.3M
|
-$166K
|
-1,080
|
-0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$53.6M
|
+$3.49M
|
+22,646
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$46.2M
|
+$14M
|
+90,682
|
+37%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.9M
|
-$1.6M
|
-10,352
|
-4%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$33.8M
|
+$14.3M
|
+92,922
|
+63%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$33.7M
|
+$16M
|
+103,650
|
+74%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.4M
|
+$166M
|
+1,076,682
|
New
|
|
|
12
|
Morningstar Investment Management
Chicago,
Illinois
|
$26.5M
|
-$7.97M
|
-51,695
|
-21%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.7M
|
+$5.04M
|
+32,672
|
+21%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.6M
|
-$3.3M
|
-21,442
|
-11%
|
|
|
15
|
Main Management
San Francisco,
California
|
$24.5M
|
-$3.35M
|
-21,710
|
-11%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.9M
|
+$2.25M
|
+14,621
|
+11%
|
|
|
17
|
Iconiq Capital
San Francisco,
California
|
$18.2M
|
+$71.7K
|
+465
|
+0.4%
|
|
|
18
|
Blankinship & Foster
Solana Beach,
California
|
$15.2M
|
+$407K
|
+2,638
|
+2%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.1M
|
+$894K
|
+5,799
|
+6%
|
|
|
20
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$13.9M
|
+$5.22M
|
+33,890
|
+51%
|
|
|
21
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$13.4M
|
+$15M
|
+97,059
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$12.9M
|
+$1.76M
|
+11,430
|
+14%
|
|
|
23
|
Personal Capital Advisors
Redwood City,
California
|
$12M
|
-$1.12M
|
-7,276
|
-8%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
-$510K
|
-3,306
|
-4%
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$10.8M
|
+$1.23M
|
+7,979
|
+11%
|
|
