|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$156M
|
+$9.83M
|
+68,570
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.9M
|
-$17.4M
|
-121,582
|
-19%
|
|
|
3
|
|
$68.2M
|
+$1.57M
|
+10,967
|
+2%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$59M
|
+$948K
|
+6,613
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$51.9M
|
+$269K
|
+1,879
|
+0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$49.7M
|
-$1.2M
|
-8,391
|
-2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.8M
|
+$4.95M
|
+34,522
|
+14%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.1M
|
-$342K
|
-2,384
|
-0.9%
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$36.9M
|
+$2.32M
|
+16,195
|
+6%
|
|
|
10
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$35.4M
|
-$9.18M
|
-64,079
|
-93%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32.4M
|
+$29.9M
|
+208,475
|
+823%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
-$838K
|
-5,848
|
-2%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$26.1M
|
+$826K
|
+5,762
|
+3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
-$413K
|
-2,882
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.6M
|
-$13.3M
|
-92,647
|
-41%
|
|
|
16
|
Dowling & Yahnke
San Diego,
California
|
$17.5M
|
+$198K
|
+1,382
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17M
|
+$1.74M
|
+12,133
|
+11%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17M
|
+$966K
|
+6,742
|
+6%
|
|
|
19
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$15.6M
|
-$15.2K
|
-106
|
-0.1%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$14M
|
-$1.04M
|
-7,249
|
-7%
|
|
|
21
|
|
$14M
|
-$1.01M
|
-7,034
|
-7%
|
|
|
22
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.7M
|
–
|
–
|
–
|
|
|
23
|
American Investment Services
Great Barrington,
Massachusetts
|
$9.31M
|
-$158K
|
-1,105
|
-2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.16M
|
+$2.48M
|
+17,292
|
+36%
|
|
|
25
|
Bard Financial Services
Branford,
Connecticut
|
$8.91M
|
–
|
–
|
–
|
|
