|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.13B
|
-$5.63M
|
-33,175
|
-0.5%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$150M
|
+$2.22M
|
+13,069
|
+2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$101M
|
+$4.58M
|
+26,982
|
+5%
|
|
|
4
|
|
$81.8M
|
-$2.24M
|
-13,227
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$64.7M
|
+$879K
|
+5,180
|
+1%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$63.8M
|
+$62.3M
|
+367,021
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$56.8M
|
-$6.56M
|
-38,655
|
-11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.9M
|
+$3.06M
|
+18,044
|
+6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$51M
|
+$1.67M
|
+9,847
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$49.2M
|
-$3.62M
|
-21,338
|
-7%
|
|
|
11
|
Morningstar Investment Management
Chicago,
Illinois
|
$47.2M
|
-$3.33M
|
-19,621
|
-7%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$39.1M
|
-$130K
|
-767
|
-0.3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$33.9M
|
-$11.5M
|
-67,730
|
-26%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33M
|
-$1.51M
|
-8,912
|
-4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.3M
|
-$3.5M
|
-20,614
|
-10%
|
|
|
16
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$27.7M
|
+$13.6M
|
+80,395
|
+102%
|
|
|
17
|
Blankinship & Foster
Solana Beach,
California
|
$25M
|
+$800K
|
+4,715
|
+3%
|
|
|
18
|
Iconiq Capital
San Francisco,
California
|
$23.5M
|
+$184K
|
+1,082
|
+0.8%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.9M
|
-$1.36M
|
-8,040
|
-6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.3M
|
-$988K
|
-5,825
|
-4%
|
|
|
21
|
Personal Capital Advisors
Redwood City,
California
|
$20.9M
|
+$3.55M
|
+20,940
|
+21%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.9M
|
-$8.3M
|
-48,950
|
-29%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$20.5M
|
+$3.52M
|
+20,719
|
+21%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$19.2M
|
+$2.28M
|
+13,456
|
+14%
|
|
|
25
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.6M
|
+$135K
|
+793
|
+0.9%
|
|
