|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$84.5M
|
+$54.7M
|
+861,673
|
+64%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.7M
|
+$10.7M
|
+168,309
|
+14%
|
|
|
3
|
|
$44.6M
|
+$22.1M
|
+348,812
|
+43%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$42.4M
|
+$11.3M
|
+178,270
|
+19%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
+$12.3M
|
+194,408
|
+27%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$33.9M
|
-$4.39M
|
-69,112
|
-7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.8M
|
+$11.6M
|
+183,341
|
+31%
|
|
|
8
|
AJ Wealth Strategies
New York
|
$26.2M
|
+$43.4M
|
+684,753
|
New
|
|
|
9
|
ALPS Advisors
Denver,
Colorado
|
$20.1M
|
+$33.3M
|
+525,346
|
New
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.1M
|
–
|
–
|
–
|
|
|
11
|
Marotta Asset Management
Charlottesville,
Virginia
|
$15.6M
|
+$11.1M
|
+174,635
|
+69%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$15M
|
+$33.4M
|
+526,132
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
+$2.1M
|
+33,031
|
+10%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$9.97M
|
+157,096
|
+148%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$10M
|
+$558K
|
+8,791
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.07M
|
+$2.46M
|
+38,777
|
+20%
|
|
|
17
|
|
$8.74M
|
+$14.5M
|
+228,725
|
New
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.17M
|
+$410K
|
+6,466
|
+3%
|
|
|
19
|
Personal Capital Advisors
Redwood City,
California
|
$7.89M
|
+$1.7M
|
+26,781
|
+15%
|
|
|
20
|
Estate Counselors
Thiensville,
Wisconsin
|
$5.64M
|
+$9.37M
|
+147,650
|
New
|
|
|
21
|
Regis Management Company
Menlo Park,
California
|
$5.58M
|
-$782K
|
-12,320
|
-8%
|
|
|
22
|
|
$5.56M
|
-$547K
|
-8,614
|
-6%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.05M
|
+$1.65M
|
+26,073
|
+25%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$5.03M
|
+$3.5M
|
+55,161
|
+75%
|
|
|
25
|
Alaska Permanent Fund
Juneau,
Alaska
|
$4.59M
|
+$7.61M
|
+120,000
|
New
|
|
