|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$185M
|
+$2.18M
|
+21,071
|
+1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$162M
|
+$47M
|
+453,104
|
+42%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$109M
|
-$26.6M
|
-256,162
|
-20%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$96.2M
|
+$2.94M
|
+28,313
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$88.5M
|
-$2.52M
|
-24,259
|
-3%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$76.3M
|
+$1.98M
|
+19,144
|
+3%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$75M
|
-$36.3M
|
-350,364
|
-33%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$62.4M
|
-$25.6K
|
-247
|
-0%
|
|
|
9
|
|
$54.2M
|
-$5.25M
|
-50,654
|
-9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$31.5M
|
+$4.88M
|
+47,028
|
+19%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$25.5M
|
–
|
–
|
–
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$24.5M
|
-$812K
|
-7,829
|
-3%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$22.3M
|
-$590K
|
-5,687
|
-3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$22M
|
+$1.28M
|
+12,306
|
+6%
|
|
|
15
|
SCS Capital Management
Boston,
Massachusetts
|
$21.6M
|
+$524K
|
+5,058
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.9M
|
+$1.6M
|
+15,402
|
+8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$19.6M
|
-$993K
|
-9,581
|
-5%
|
|
|
18
|
Regis Management Company
Menlo Park,
California
|
$18.2M
|
+$93.4K
|
+901
|
+0.5%
|
|
|
19
|
Summit Equities
Parsippany,
New Jersey
|
$15.7M
|
+$99.9K
|
+964
|
+0.7%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$15.2M
|
-$78.3K
|
-755
|
-0.5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
-$774K
|
-7,470
|
-5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
+$2.46M
|
+23,773
|
+33%
|
|
|
23
|
Old National Bancorp
Evansville,
Indiana
|
$10.1M
|
+$9.92M
|
+95,726
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.7M
|
-$16.3K
|
-157
|
-0.2%
|
|
|
25
|
Personal Capital Advisors
Redwood City,
California
|
$9.46M
|
+$1.15M
|
+11,056
|
+14%
|
|
