|
1
|
Bank of America
Charlotte,
North Carolina
|
$793M
|
-$9.31M
|
-50,961
|
-1%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$173M
|
+$8.66M
|
+47,363
|
+5%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$123M
|
+$4.91M
|
+26,845
|
+4%
|
|
|
4
|
|
$91.6M
|
+$64.2K
|
+351
|
+0.1%
|
|
|
5
|
Morningstar Investment Management
Chicago,
Illinois
|
$81.2M
|
+$7.64M
|
+41,803
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.2M
|
+$10.6M
|
+57,997
|
+16%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$67.2M
|
-$1.89M
|
-10,342
|
-3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.3M
|
+$4.26M
|
+23,290
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$41.9M
|
-$180K
|
-985
|
-0.4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$40.6M
|
+$5.79M
|
+31,701
|
+17%
|
|
|
11
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$40.1M
|
-$11M
|
-60,203
|
-98%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$35.6M
|
-$5.16M
|
-28,217
|
-13%
|
|
|
13
|
Morningstar Investment Services
Chicago,
Illinois
|
$32.8M
|
-$9M
|
-49,249
|
-21%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.8M
|
+$55.4K
|
+303
|
+0.2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.3M
|
+$6.31M
|
+34,526
|
+27%
|
|
|
16
|
Personal Capital Advisors
Redwood City,
California
|
$28.6M
|
+$1.61M
|
+8,792
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27M
|
-$3.74M
|
-20,477
|
-12%
|
|
|
18
|
Iconiq Capital
San Francisco,
California
|
$24.8M
|
–
|
–
|
–
|
|
|
19
|
Marotta Asset Management
Charlottesville,
Virginia
|
$19.2M
|
-$863K
|
-4,722
|
-4%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$18.7M
|
+$200K
|
+1,093
|
+1%
|
|
|
21
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16.9M
|
+$548K
|
+3,001
|
+3%
|
|
|
22
|
Blankinship & Foster
Solana Beach,
California
|
$16.5M
|
-$568K
|
-3,107
|
-3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.5M
|
-$2.92M
|
-16,003
|
-15%
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
$16.4M
|
+$1.33M
|
+7,254
|
+9%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$15.2M
|
+$243K
|
+1,327
|
+2%
|
|
