|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$830M
|
-$23.9M
|
-780,627
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$507M
|
-$530K
|
-17,289
|
-0.1%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$441M
|
+$10.2M
|
+332,553
|
+2%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$315M
|
+$10.7M
|
+349,553
|
+4%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$149M
|
+$5.98M
|
+195,014
|
+4%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$128M
|
+$2.3M
|
+75,072
|
+2%
|
|
|
7
|
RiverFront Investment Group
Richmond,
Virginia
|
$56.8M
|
-$163M
|
-5,318,975
|
-74%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$41.2M
|
+$18.8M
|
+612,179
|
+84%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$40.6M
|
+$891K
|
+29,046
|
+2%
|
|
|
10
|
|
$38.8M
|
+$37.7M
|
+1,230,616
|
+3,179%
|
|
|
11
|
|
$32.1M
|
+$2.78M
|
+90,580
|
+9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$31.4M
|
+$4.76M
|
+155,310
|
+18%
|
|
|
13
|
Rand Wealth
Baltimore,
Maryland
|
$23.8M
|
+$254K
|
+8,282
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$22.5M
|
+$20.4M
|
+664,843
|
+947%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
$21.2M
|
+$2.15M
|
+70,234
|
+11%
|
|
|
16
|
Lazard Asset Management
New York
|
$19.2M
|
–
|
–
|
–
|
|
|
17
|
3D Asset Management
Hartford,
Connecticut
|
$19M
|
+$210K
|
+6,841
|
+1%
|
|
|
18
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$17.9M
|
+$651K
|
+21,215
|
+4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
+$1.97M
|
+64,090
|
+14%
|
|
|
20
|
Managed Account Advisors
Jersey City,
New Jersey
|
$11.9M
|
+$637K
|
+20,776
|
+6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.29M
|
-$4.37M
|
-142,556
|
-32%
|
|
|
22
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$8.86M
|
-$124K
|
-4,027
|
-1%
|
|
|
23
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.54M
|
-$389K
|
-12,694
|
-4%
|
|
|
24
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$8.05M
|
+$8.07M
|
+263,010
|
New
|
|
|
25
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.01M
|
+$8.02M
|
+261,588
|
New
|
|
