|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$178M
|
-$1.93M
|
-13,707
|
-1%
|
|
|
2
|
|
$96.4M
|
+$3.67M
|
+26,094
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.3M
|
+$968K
|
+6,886
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$65.2M
|
+$115K
|
+820
|
+0.2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$57.3M
|
+$1.36M
|
+9,691
|
+2%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.4M
|
+$450K
|
+3,203
|
+1%
|
|
|
7
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$30.8M
|
+$132K
|
+942
|
+0.4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
+$48.1K
|
+342
|
+0.2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.6M
|
-$2.02M
|
-14,340
|
-6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$29.5M
|
+$1.52M
|
+10,802
|
+6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$28.4M
|
+$1.66M
|
+11,801
|
+6%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$24.8M
|
+$1.19M
|
+8,440
|
+5%
|
|
|
13
|
TIAA FSB
Jacksonville,
Florida
|
$23.8M
|
+$1.52M
|
+10,835
|
+7%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21.2M
|
+$1.36M
|
+9,659
|
+7%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.7M
|
+$6.4M
|
+45,523
|
+58%
|
|
|
16
|
Dowling & Yahnke
San Diego,
California
|
$17.7M
|
+$276K
|
+1,965
|
+2%
|
|
|
17
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$16M
|
+$155K
|
+1,105
|
+1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.2M
|
-$12.9M
|
-91,563
|
-46%
|
|
|
19
|
|
$15M
|
-$14.2M
|
-101,315
|
-49%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$14M
|
-$2.28M
|
-16,228
|
-14%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$877K
|
+6,237
|
+9%
|
|
|
22
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11M
|
–
|
–
|
–
|
|
|
23
|
Rockefeller Capital Management
New York
|
$10.6M
|
+$5.05M
|
+35,917
|
+94%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.57M
|
-$134K
|
-951
|
-1%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.04M
|
+$1.07M
|
+7,638
|
+14%
|
|
