|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.05B
|
-$16.7M
|
-112,431
|
-2%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$88.8M
|
-$1.45M
|
-9,782
|
-2%
|
|
|
3
|
|
$74.2M
|
-$5.82M
|
-39,231
|
-7%
|
|
|
4
|
Merit Financial Group
Alpharetta,
Georgia
|
$72.7M
|
+$63.4M
|
+427,838
|
+734%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$64.8M
|
+$4.23M
|
+28,523
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$54.7M
|
-$3.49M
|
-23,536
|
-6%
|
|
|
7
|
Cabana LLC
Fayetteville,
Arkansas
|
$45.4M
|
+$45M
|
+303,800
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$42.3M
|
-$7.8M
|
-52,642
|
-16%
|
|
|
9
|
Morningstar Investment Management
Chicago,
Illinois
|
$38.9M
|
+$10.1M
|
+67,953
|
+35%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$38.6M
|
+$38M
|
+256,500
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$37.8M
|
+$4.14M
|
+27,948
|
+11%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.6M
|
-$3.41M
|
-22,989
|
-9%
|
|
|
13
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$35.8M
|
+$21.1M
|
+142,031
|
+146%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.5M
|
-$124M
|
-839,778
|
-78%
|
|
|
15
|
Main Management ETF Advisors
San Francisco,
California
|
$30.5M
|
-$28.2M
|
-190,080
|
-48%
|
|
|
16
|
Morningstar Investment Services
Chicago,
Illinois
|
$29.9M
|
-$5.78M
|
-39,019
|
-16%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.1M
|
+$1.25M
|
+8,438
|
+5%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.4M
|
+$6.75M
|
+45,556
|
+31%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.3M
|
+$1.56M
|
+10,551
|
+6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.1M
|
+$20.9M
|
+140,760
|
New
|
|
|
21
|
Blankinship & Foster
Solana Beach,
California
|
$20.1M
|
+$3.56M
|
+24,048
|
+22%
|
|
|
22
|
Iconiq Capital
San Francisco,
California
|
$20M
|
+$149K
|
+1,003
|
+0.8%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.7M
|
+$3.35M
|
+22,622
|
+22%
|
|
|
24
|
Main Management
San Francisco,
California
|
$14.9M
|
-$11.6M
|
-78,500
|
-44%
|
|
|
25
|
Stelac Advisory Services
New York
|
$14.1M
|
+$11.3M
|
+76,362
|
+424%
|
|
