|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$100M
|
-$10.7M
|
-217,680
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$82.1M
|
+$12.5M
|
+254,042
|
+18%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$75.9M
|
+$19.7M
|
+398,911
|
+36%
|
|
|
4
|
|
$57.1M
|
-$1.56M
|
-31,560
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$47.3M
|
+$1.85M
|
+37,517
|
+4%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$43.5M
|
-$210K
|
-4,265
|
-0.5%
|
|
|
7
|
|
$35M
|
+$34.3M
|
+694,916
|
New
|
|
|
8
|
AJ Wealth Strategies
New York
|
$26M
|
-$8.3M
|
-168,158
|
-25%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.3M
|
-$13.6M
|
-275,307
|
-35%
|
|
|
10
|
ALPS Advisors
Denver,
Colorado
|
$22.9M
|
-$3.5M
|
-70,875
|
-13%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
+$579K
|
+11,726
|
+3%
|
|
|
12
|
Marotta Asset Management
Charlottesville,
Virginia
|
$16.9M
|
-$3.91M
|
-79,162
|
-19%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$3.49M
|
+70,687
|
+30%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$1.07M
|
+21,599
|
+8%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$13.9M
|
+$3.77M
|
+76,340
|
+38%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$13.5M
|
+$317K
|
+6,434
|
+2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
-$14.3M
|
-290,086
|
-55%
|
|
|
18
|
Consolidated Capital Management
Burbank,
California
|
$9.97M
|
+$9.78M
|
+198,171
|
New
|
|
|
19
|
Alaska Permanent Fund
Juneau,
Alaska
|
$8.8M
|
+$2.71M
|
+55,000
|
+46%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.52M
|
+$7.38M
|
+149,532
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.81M
|
+$5.23M
|
+106,053
|
+362%
|
|
|
22
|
Veritable
Wilmington,
Delaware
|
$6.64M
|
+$1.24M
|
+25,185
|
+24%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.46M
|
-$184K
|
-3,725
|
-3%
|
|
|
24
|
Praetorian Wealth Management
Carmel,
California
|
$6.28M
|
+$6.16M
|
+124,760
|
New
|
|
|
25
|
Zuckerman Investment Group
Chicago,
Illinois
|
$5.58M
|
+$125K
|
+2,542
|
+2%
|
|
