|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$574M
|
-$358M
|
-11,673,050
|
-39%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$565M
|
+$34.9M
|
+1,137,699
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$400M
|
-$39M
|
-1,271,827
|
-9%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$330M
|
+$2.42M
|
+78,939
|
+0.7%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$189M
|
+$10.9M
|
+356,094
|
+6%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$116M
|
-$1.02M
|
-33,328
|
-0.9%
|
|
|
7
|
Members Trust
Tampa,
Florida
|
$58.4M
|
+$58.1M
|
+1,895,688
|
New
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$45.4M
|
-$3.06M
|
-99,911
|
-6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$37.5M
|
-$21.8M
|
-709,992
|
-37%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$33.4M
|
-$2.84M
|
-92,541
|
-8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$32.2M
|
-$2.74M
|
-89,480
|
-8%
|
|
|
12
|
|
$28.7M
|
+$2.75M
|
+89,783
|
+11%
|
|
|
13
|
Stadion Money Management
Watkinsville,
Georgia
|
$26.6M
|
-$241M
|
-7,870,435
|
-90%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$25.6M
|
-$836K
|
-27,266
|
-3%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$23.4M
|
+$5.58M
|
+181,990
|
+31%
|
|
|
16
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$23.4M
|
+$844K
|
+27,535
|
+4%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$22.3M
|
+$19.6M
|
+640,204
|
+752%
|
|
|
18
|
Rand Wealth
Baltimore,
Maryland
|
$20.1M
|
+$568K
|
+18,538
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$19M
|
-$21.8M
|
-711,120
|
-54%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$19M
|
+$18.8M
|
+613,203
|
New
|
|
|
21
|
Lazard Asset Management
New York
|
$16.7M
|
–
|
–
|
–
|
|
|
22
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$15.5M
|
+$9.45M
|
+308,323
|
+158%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$12.1M
|
+$884K
|
+28,826
|
+8%
|
|
|
24
|
Gray Financial Group
Atlanta,
Georgia
|
$11.6M
|
-$1M
|
-32,660
|
-8%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
+$3.5M
|
+114,093
|
+49%
|
|
