|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$82M
|
-$80.9M
|
-575,260
|
-46%
|
|
|
2
|
|
$75.6M
|
-$7.7M
|
-54,780
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$52.5M
|
-$3.58M
|
-25,442
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$51.6M
|
+$3.17M
|
+22,560
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.6M
|
-$7.72M
|
-54,890
|
-11%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.1M
|
+$25.1M
|
+178,781
|
+86%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$34.7M
|
+$12M
|
+85,460
|
+43%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.4M
|
+$125M
|
+891,266
|
New
|
|
|
9
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$26.2M
|
-$50.3K
|
-358
|
-0.2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$25.7M
|
+$550K
|
+3,913
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$24.3M
|
-$2.11M
|
-14,986
|
-7%
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$21.4M
|
+$1.26M
|
+8,937
|
+5%
|
|
|
13
|
Personal Capital Advisors
Redwood City,
California
|
$19.7M
|
-$1.77M
|
-12,605
|
-7%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$18.6M
|
+$17.8M
|
+126,670
|
+491%
|
|
|
15
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$17.7M
|
+$18M
|
+128,347
|
+766%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$15.8M
|
+$7.82M
|
+55,639
|
+75%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$15.7M
|
+$14.4M
|
+102,159
|
+381%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
+$104K
|
+737
|
+0.6%
|
|
|
19
|
Dowling & Yahnke
San Diego,
California
|
$14.4M
|
-$843K
|
-5,997
|
-5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.9M
|
+$1.09M
|
+7,749
|
+7%
|
|
|
21
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$13.8M
|
+$111K
|
+792
|
+0.7%
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12.3M
|
+$11.4M
|
+80,878
|
+399%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.3M
|
+$2.55M
|
+18,160
|
+29%
|
|
|
24
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$9.39M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.28M
|
-$224K
|
-1,591
|
-2%
|
|
