|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$105M
|
-$1.77M
|
-22,172
|
-2%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$89.7M
|
-$20.3M
|
-253,224
|
-18%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$74.6M
|
+$3.28M
|
+40,964
|
+5%
|
|
|
4
|
|
$69.5M
|
-$7.29M
|
-91,030
|
-9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$68.2M
|
-$9.6M
|
-119,963
|
-12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$57.2M
|
-$2.96M
|
-37,000
|
-5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.1M
|
+$5.19M
|
+64,881
|
+14%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33.3M
|
+$34.2M
|
+426,934
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$24.5M
|
+$2.44M
|
+30,469
|
+11%
|
|
|
10
|
Vanguard Group
Malvern,
Pennsylvania
|
$20M
|
-$527K
|
-6,580
|
-3%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$16.5M
|
+$3.17M
|
+39,572
|
+23%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$13.3M
|
-$47.8K
|
-597
|
-0.3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13M
|
-$109K
|
-1,361
|
-0.8%
|
|
|
14
|
Regis Management Company
Menlo Park,
California
|
$12.7M
|
-$3.84M
|
-47,952
|
-23%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$5.01M
|
+62,530
|
+68%
|
|
|
16
|
Personal Capital Advisors
Redwood City,
California
|
$11.8M
|
+$1.47M
|
+18,388
|
+14%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$10.9M
|
-$1.56M
|
-19,502
|
-12%
|
|
|
18
|
Summit Financial
Parsippany,
New Jersey
|
$10.3M
|
+$309K
|
+3,863
|
+3%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.64M
|
+$8.53M
|
+106,630
|
+629%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$9.52M
|
-$1.36M
|
-17,025
|
-12%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$9.22M
|
-$1.07M
|
-13,427
|
-10%
|
|
|
22
|
Allied Investment Advisors
Billings,
Montana
|
$9.11M
|
+$825K
|
+10,303
|
+10%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$8.74M
|
-$208K
|
-2,602
|
-2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.7M
|
+$128K
|
+1,604
|
+1%
|
|
|
25
|
|
$7.03M
|
+$108K
|
+1,352
|
+2%
|
|
