|
1
|
|
$646M
|
+$57.7M
|
+418,803
|
+10%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$214M
|
-$133M
|
-967,157
|
-64%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$209M
|
-$6.4M
|
-46,453
|
-3%
|
|
|
4
|
|
$149M
|
-$15.8M
|
-114,653
|
-10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$149M
|
+$2.92M
|
+21,212
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$123M
|
-$14.3M
|
-103,917
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$94.6M
|
-$19.7M
|
-142,783
|
-18%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$85.2M
|
+$6.24M
|
+45,274
|
+8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$81.4M
|
+$5.65M
|
+41,015
|
+8%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$60.8M
|
-$143K
|
-1,040
|
-0.2%
|
|
|
11
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$49.9M
|
-$13.3M
|
-96,732
|
-99%
|
|
|
12
|
Evensky & Katz
Coral Gables,
Florida
|
$39.6M
|
+$996K
|
+7,235
|
+3%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$32.3M
|
+$93.4K
|
+678
|
+0.3%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$32.3M
|
+$1.98M
|
+14,389
|
+7%
|
|
|
15
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$31.1M
|
+$1.63M
|
+11,862
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.7M
|
+$12.8M
|
+92,693
|
+77%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30M
|
+$498K
|
+3,613
|
+2%
|
|
|
18
|
RiverFront Investment Group
Richmond,
Virginia
|
$26.7M
|
+$17.9K
|
+130
|
+0.1%
|
|
|
19
|
Personal Capital Advisors
Redwood City,
California
|
$22.2M
|
+$357K
|
+2,590
|
+2%
|
|
|
20
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$20.1M
|
+$1.7M
|
+12,313
|
+10%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.7M
|
-$990K
|
-7,187
|
-5%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$19.4M
|
-$401K
|
-2,913
|
-2%
|
|
|
23
|
PGIM Custom Harvest
Newark,
New Jersey
|
$17.6M
|
+$4.76M
|
+34,559
|
+39%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$13M
|
+$1.33M
|
+9,657
|
+12%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$12.5M
|
+$448K
|
+3,255
|
+4%
|
|
