|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$148M
|
+$7.63M
|
+56,024
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.9M
|
+$4.77M
|
+35,000
|
+6%
|
|
|
3
|
|
$67.5M
|
-$4.57M
|
-33,551
|
-7%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$58.9M
|
-$3.65M
|
-26,811
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$52.3M
|
-$11.1M
|
-81,846
|
-18%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$51.5M
|
-$9.46M
|
-69,410
|
-16%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.9M
|
+$2.67M
|
+19,636
|
+8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.5M
|
-$4.12M
|
-30,257
|
-11%
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$35.1M
|
+$5.54M
|
+40,677
|
+19%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$32.9M
|
+$243K
|
+1,782
|
+0.8%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.8M
|
+$15M
|
+110,165
|
+95%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$25.6M
|
+$2.68M
|
+19,638
|
+12%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$23.2M
|
-$2.49M
|
-18,259
|
-10%
|
|
|
14
|
Dowling & Yahnke
San Diego,
California
|
$17.5M
|
+$246K
|
+1,808
|
+1%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$16.3M
|
-$9.1M
|
-66,775
|
-37%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.2M
|
+$1.35M
|
+9,912
|
+9%
|
|
|
17
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$15.8M
|
+$4.74M
|
+34,793
|
+45%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
-$5.69M
|
-41,773
|
-27%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$15.2M
|
-$1.28M
|
-9,381
|
-8%
|
|
|
20
|
|
$15.2M
|
-$1.96M
|
-14,356
|
-12%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$11M
|
+$2.71M
|
+19,904
|
+34%
|
|
|
22
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.8M
|
–
|
–
|
–
|
|
|
23
|
First National Corp
Rockland,
Massachusetts
|
$10.4M
|
+$848K
|
+6,226
|
+9%
|
|
|
24
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$9.71M
|
+$8.65M
|
+63,535
|
+1,145%
|
|
|
25
|
American Investment Services
Great Barrington,
Massachusetts
|
$9.58M
|
+$4.19M
|
+30,774
|
+82%
|
|
