|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.07B
|
-$79.5M
|
-493,496
|
-7%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$138M
|
+$40.8M
|
+253,299
|
+43%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$90M
|
+$10.4M
|
+64,788
|
+13%
|
|
|
4
|
|
$79M
|
-$2M
|
-12,391
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$59.9M
|
-$10.7M
|
-66,367
|
-15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$59.7M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$49.7M
|
+$3.46M
|
+21,490
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.6M
|
+$9.44M
|
+58,612
|
+24%
|
|
|
9
|
Morningstar Investment Management
Chicago,
Illinois
|
$47.6M
|
+$4.99M
|
+30,992
|
+12%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.3M
|
+$7.47M
|
+46,393
|
+20%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$42.9M
|
-$1.56M
|
-9,664
|
-4%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$36.5M
|
+$3.9M
|
+24,215
|
+12%
|
|
|
13
|
Main Management ETF Advisors
San Francisco,
California
|
$32.8M
|
-$522K
|
-3,240
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.7M
|
+$1.85M
|
+11,468
|
+6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.4M
|
+$649K
|
+4,032
|
+2%
|
|
|
16
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$31.6M
|
+$30.5M
|
+189,117
|
+4,458%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.6M
|
-$3.42M
|
-21,222
|
-11%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.8M
|
+$2.3M
|
+14,253
|
+11%
|
|
|
19
|
Blankinship & Foster
Solana Beach,
California
|
$22.7M
|
+$752K
|
+4,671
|
+3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.9M
|
-$1.08M
|
-6,691
|
-5%
|
|
|
21
|
Iconiq Capital
San Francisco,
California
|
$21.9M
|
+$93.9K
|
+583
|
+0.4%
|
|
|
22
|
Main Management
San Francisco,
California
|
$16.5M
|
+$282K
|
+1,753
|
+2%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$16.3M
|
+$15.7M
|
+97,662
|
New
|
|
|
24
|
Personal Capital Advisors
Redwood City,
California
|
$16.2M
|
+$838K
|
+5,201
|
+6%
|
|
|
25
|
Stelac Advisory Services
New York
|
$15.9M
|
+$466K
|
+2,893
|
+3%
|
|
