|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$110M
|
+$216K
|
+2,774
|
+0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$98.7M
|
+$37.2M
|
+477,507
|
+65%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$78M
|
+$520K
|
+6,683
|
+0.7%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$76M
|
-$16.9M
|
-217,688
|
-19%
|
|
|
5
|
|
$66.6M
|
-$5.64M
|
-72,504
|
-8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$57.7M
|
-$12.9M
|
-165,474
|
-19%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.5M
|
+$6.27M
|
+80,582
|
+16%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.2M
|
+$4.21M
|
+54,137
|
+13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$27.9M
|
+$2.2M
|
+28,237
|
+9%
|
|
|
10
|
Bank of New York Mellon
New York
|
$21M
|
+$18.3M
|
+235,650
|
+1,059%
|
|
|
11
|
Vanguard Group
Malvern,
Pennsylvania
|
$20.7M
|
-$171K
|
-2,197
|
-0.9%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$19.9M
|
+$2.59M
|
+33,235
|
+16%
|
|
|
13
|
Marotta Asset Management
Charlottesville,
Virginia
|
$18M
|
+$19.7M
|
+253,235
|
New
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$17.3M
|
+$16.5M
|
+211,962
|
New
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.9M
|
+$6.52M
|
+83,747
|
+68%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$2.19M
|
+28,133
|
+17%
|
|
|
17
|
Personal Capital Advisors
Redwood City,
California
|
$14.2M
|
+$1.8M
|
+23,067
|
+15%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.7M
|
+$96.7K
|
+1,242
|
+0.7%
|
|
|
19
|
Regis Management Company
Menlo Park,
California
|
$12.9M
|
-$348K
|
-4,465
|
-3%
|
|
|
20
|
|
$12.6M
|
+$5.42M
|
+69,607
|
+82%
|
|
|
21
|
Allied Investment Advisors
Billings,
Montana
|
$10M
|
+$512K
|
+6,580
|
+6%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$8.76M
|
-$342K
|
-4,395
|
-4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.65M
|
-$415K
|
-5,326
|
-5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.63M
|
-$3.76M
|
-48,293
|
-31%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.02M
|
+$2.62M
|
+33,649
|
+52%
|
|
