|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$183M
|
+$160K
|
+1,566
|
+0.1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$136M
|
-$29.1M
|
-284,786
|
-18%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$115M
|
+$103M
|
+1,005,542
|
+1,170%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$112M
|
-$50.9M
|
-497,586
|
-32%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$93.2M
|
+$5.61M
|
+54,845
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$91.1M
|
+$13.9M
|
+135,943
|
+19%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$74.3M
|
-$5.33M
|
-52,056
|
-7%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$62.4M
|
-$15.8K
|
-154
|
-0%
|
|
|
9
|
|
$59.5M
|
+$8.9M
|
+86,926
|
+18%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$26.5M
|
+$8.03M
|
+78,501
|
+45%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$25.5M
|
–
|
–
|
–
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$25.3M
|
-$2.86M
|
-27,917
|
-10%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$22.9M
|
-$474K
|
-4,628
|
-2%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$21M
|
+$3.95M
|
+38,573
|
+24%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$1.26M
|
+12,274
|
+7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$20.6M
|
-$594K
|
-5,807
|
-3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.2M
|
+$7.03M
|
+68,686
|
+60%
|
|
|
18
|
Regis Management Company
Menlo Park,
California
|
$18.1M
|
+$1.01M
|
+9,879
|
+6%
|
|
|
19
|
Summit Equities
Parsippany,
New Jersey
|
$15.6M
|
-$489K
|
-4,773
|
-3%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$15.3M
|
-$626K
|
-6,114
|
-4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
+$2.34M
|
+22,862
|
+20%
|
|
|
22
|
Schroder Investment Management Group
London,
United Kingdom
|
$13.5M
|
+$4.33M
|
+42,338
|
+48%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.71M
|
+$122K
|
+1,195
|
+1%
|
|
|
24
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$9.11M
|
+$8.87M
|
+86,714
|
New
|
|
|
25
|
Rand Wealth
Baltimore,
Maryland
|
$8.34M
|
-$326K
|
-3,184
|
-4%
|
|
