|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$126M
|
+$120M
|
+1,387,310
|
+6,679%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$89M
|
-$5.95M
|
-68,502
|
-6%
|
|
|
3
|
|
$86.6M
|
+$365K
|
+4,208
|
+0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$83M
|
-$25.6M
|
-294,543
|
-24%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$82.4M
|
+$3.84M
|
+44,228
|
+5%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$66.7M
|
-$42.5M
|
-489,615
|
-40%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$52.6M
|
+$7.46K
|
+86
|
+0%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$47.4M
|
-$18.8M
|
-216,509
|
-29%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.8M
|
+$23M
|
+264,810
|
+233%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$26M
|
+$3.99M
|
+45,964
|
+19%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$23M
|
-$2.23M
|
-25,656
|
-9%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.4M
|
+$283K
|
+3,261
|
+1%
|
|
|
13
|
Regis Management Company
Menlo Park,
California
|
$18.8M
|
+$506K
|
+5,826
|
+3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.1M
|
+$345K
|
+3,974
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$15.3M
|
-$2.13M
|
-24,549
|
-13%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$13.6M
|
+$1.1M
|
+12,654
|
+9%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$13.5M
|
-$1.73M
|
-19,952
|
-12%
|
|
|
18
|
Summit Financial
Parsippany,
New Jersey
|
$13.3M
|
+$681K
|
+7,844
|
+6%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$12.7M
|
+$3.09M
|
+35,575
|
+34%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
-$138M
|
-1,586,382
|
-93%
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$10.5M
|
-$146K
|
-1,687
|
-1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$10.1M
|
+$336K
|
+3,868
|
+4%
|
|
|
23
|
Personal Capital Advisors
Redwood City,
California
|
$10.1M
|
+$2.01M
|
+23,191
|
+26%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.53M
|
-$1.23M
|
-14,181
|
-12%
|
|
|
25
|
Welch Capital Partners
Harrison,
New York
|
$9.26M
|
–
|
–
|
–
|
|
