|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$928M
|
-$82M
|
-2,697,133
|
-8%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$528M
|
+$23.8M
|
+780,935
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$437M
|
-$23.5M
|
-771,050
|
-5%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$326M
|
+$4.17M
|
+136,971
|
+1%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$268M
|
-$5.92M
|
-194,467
|
-2%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$177M
|
+$22.7M
|
+747,783
|
+15%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$117M
|
-$1.75M
|
-57,540
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$59M
|
+$21.6M
|
+709,094
|
+58%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$48.2M
|
+$39.2M
|
+1,288,824
|
+453%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$40.7M
|
-$2.12M
|
-69,580
|
-5%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$36.1M
|
+$2.17M
|
+71,363
|
+6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$34.8M
|
-$11M
|
-361,460
|
-24%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$26.3M
|
-$42.1M
|
-1,383,480
|
-62%
|
|
|
14
|
|
$25.8M
|
-$7.07M
|
-232,484
|
-22%
|
|
|
15
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$22.4M
|
+$1.55M
|
+50,921
|
+7%
|
|
|
16
|
Rand Wealth
Baltimore,
Maryland
|
$19.4M
|
-$146K
|
-4,802
|
-0.8%
|
|
|
17
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$19M
|
-$84.8K
|
-2,787
|
-0.4%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$17.7M
|
+$17.6M
|
+578,627
|
New
|
|
|
19
|
Lazard Asset Management
New York
|
$17.2M
|
–
|
–
|
–
|
|
|
20
|
Gray Financial Group
Atlanta,
Georgia
|
$12.5M
|
–
|
–
|
–
|
|
|
21
|
Sentinel Asset Management
Montpelier,
Vermont
|
$12.1M
|
+$12M
|
+394,481
|
New
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$11.2M
|
-$4.26M
|
-140,047
|
-28%
|
|
|
23
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$8.74M
|
-$152K
|
-5,000
|
-2%
|
|
|
24
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$8.68M
|
-$167K
|
-5,501
|
-2%
|
|
|
25
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$8.41M
|
-$105K
|
-3,467
|
-1%
|
|
