|
1
|
Bank of America
Charlotte,
North Carolina
|
$784M
|
-$363M
|
-2,113,103
|
-32%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$160M
|
+$6.59M
|
+38,403
|
+4%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$116M
|
+$12.2M
|
+70,960
|
+12%
|
|
|
4
|
|
$89.4M
|
+$5.37M
|
+31,291
|
+7%
|
|
|
5
|
Morningstar Investment Management
Chicago,
Illinois
|
$71.8M
|
+$22.5M
|
+131,331
|
+48%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$67.5M
|
+$1.09M
|
+6,378
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.1M
|
+$6.48M
|
+37,765
|
+12%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.8M
|
+$504K
|
+2,935
|
+1%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$41.2M
|
+$924K
|
+5,386
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$41.1M
|
-$16.5M
|
-96,358
|
-29%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$39.8M
|
-$10.2M
|
-59,633
|
-21%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$33.9M
|
-$747K
|
-4,356
|
-2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.1M
|
-$3.62M
|
-21,117
|
-11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30M
|
-$1.93M
|
-11,255
|
-6%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$26.3M
|
+$4.71M
|
+27,438
|
+23%
|
|
|
16
|
Iconiq Capital
San Francisco,
California
|
$24.2M
|
+$102K
|
+596
|
+0.4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.4M
|
+$1.01M
|
+5,906
|
+5%
|
|
|
18
|
Marotta Asset Management
Charlottesville,
Virginia
|
$19.6M
|
-$104K
|
-605
|
-0.5%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.9M
|
-$4.33M
|
-25,233
|
-19%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$18.1M
|
-$2.93M
|
-17,083
|
-14%
|
|
|
21
|
Blankinship & Foster
Solana Beach,
California
|
$16.6M
|
-$8.67M
|
-50,522
|
-35%
|
|
|
22
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16.2M
|
+$866K
|
+5,044
|
+6%
|
|
|
23
|
Royal Fund Management
Lady Lake,
Florida
|
$14.7M
|
+$2.16M
|
+12,605
|
+18%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$14.6M
|
+$851K
|
+4,959
|
+6%
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$14.1M
|
+$2.82M
|
+16,435
|
+26%
|
|
