|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$137M
|
+$39.8M
|
+288,565
|
+41%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$85M
|
+$13.4M
|
+97,062
|
+19%
|
|
|
3
|
|
$70.5M
|
-$3.21M
|
-23,297
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$62.3M
|
+$2.61M
|
+18,968
|
+4%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$61.2M
|
+$61M
|
+442,752
|
+15,039%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$59.8M
|
-$7.72M
|
-55,994
|
-11%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.8M
|
+$5.32M
|
+38,590
|
+16%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.3M
|
-$4M
|
-28,981
|
-10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$31.9M
|
-$1.27M
|
-9,212
|
-4%
|
|
|
10
|
Personal Capital Advisors
Redwood City,
California
|
$28.7M
|
+$3.47M
|
+25,188
|
+14%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$25.1M
|
-$478K
|
-3,470
|
-2%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$25.1M
|
+$8.22M
|
+59,606
|
+48%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$22.3M
|
+$1.37M
|
+9,970
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$10.2M
|
+73,979
|
+94%
|
|
|
15
|
Dowling & Yahnke
San Diego,
California
|
$16.8M
|
+$68.8K
|
+499
|
+0.4%
|
|
|
16
|
|
$16.8M
|
+$666K
|
+4,832
|
+4%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$16.2M
|
-$3.18M
|
-23,074
|
-16%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16M
|
-$15.7M
|
-113,599
|
-49%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.5M
|
+$521K
|
+3,782
|
+4%
|
|
|
20
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$10.7M
|
-$4.72M
|
-34,243
|
-31%
|
|
|
21
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.6M
|
–
|
–
|
–
|
|
|
22
|
Bard Financial Services
Branford,
Connecticut
|
$9.6M
|
+$9.64M
|
+69,950
|
New
|
|
|
23
|
First National Corp
Rockland,
Massachusetts
|
$9.34M
|
+$990K
|
+7,183
|
+12%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.48M
|
-$298K
|
-2,160
|
-3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$8.08M
|
-$12.6M
|
-91,149
|
-61%
|
|
