|
1
|
Bank of America
Charlotte,
North Carolina
|
$820M
|
-$50.4M
|
-267,585
|
-6%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$207M
|
+$9.57M
|
+50,774
|
+5%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$176M
|
+$1.1M
|
+5,845
|
+0.7%
|
|
|
4
|
|
$121M
|
-$2.61M
|
-13,839
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
+$11.7M
|
+62,343
|
+13%
|
|
|
6
|
Prudential Financial
Newark,
New Jersey
|
$98.3M
|
+$92.4M
|
+490,481
|
+33,298%
|
|
|
7
|
Morningstar Investment Management
Chicago,
Illinois
|
$83.7M
|
-$4.87M
|
-25,836
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$80M
|
+$2.12M
|
+11,268
|
+3%
|
|
|
9
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$74.2M
|
+$69.9M
|
+371,000
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.9M
|
+$7.67M
|
+40,718
|
+12%
|
|
|
11
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$57.7M
|
+$54.4M
|
+288,486
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$46.7M
|
+$141K
|
+747
|
+0.3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$45.8M
|
+$5M
|
+26,520
|
+13%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$45.1M
|
+$1.72M
|
+9,110
|
+4%
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$38.3M
|
+$614K
|
+3,258
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.5M
|
+$1.94M
|
+10,319
|
+6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.3M
|
+$385K
|
+2,041
|
+1%
|
|
|
18
|
Personal Capital Advisors
Redwood City,
California
|
$34.2M
|
+$1.35M
|
+7,146
|
+4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.4M
|
-$6.26M
|
-33,213
|
-19%
|
|
|
20
|
Iconiq Capital
San Francisco,
California
|
$23.7M
|
+$8.06M
|
+42,755
|
+56%
|
|
|
21
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$23.6M
|
+$605K
|
+3,210
|
+3%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$21.8M
|
+$980K
|
+5,203
|
+5%
|
|
|
23
|
Marotta Asset Management
Charlottesville,
Virginia
|
$21.4M
|
+$262K
|
+1,392
|
+1%
|
|
|
24
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$21.3M
|
+$1.81M
|
+9,618
|
+10%
|
|
|
25
|
Royal Fund Management
Lady Lake,
Florida
|
$19.8M
|
+$901K
|
+4,783
|
+5%
|
|
