|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$333M
|
+$9.01M
|
+295,023
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$229M
|
-$26.5M
|
-867,835
|
-10%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$212M
|
+$10.7M
|
+350,558
|
+5%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$146M
|
+$25.6M
|
+838,187
|
+21%
|
|
|
5
|
Thomaspartners
Boston,
Massachusetts
|
$138M
|
+$23.2M
|
+760,302
|
+20%
|
|
|
6
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$124M
|
–
|
–
|
–
|
|
|
7
|
Members Trust
Tampa,
Florida
|
$73.9M
|
+$2.14M
|
+70,163
|
+3%
|
|
|
8
|
|
$57.8M
|
+$2.78M
|
+91,056
|
+5%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$45.3M
|
-$198K
|
-6,483
|
-0.4%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$45.1M
|
+$1.59M
|
+52,109
|
+4%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$44.9M
|
+$7.13M
|
+233,483
|
+19%
|
|
|
12
|
Rand Wealth
Baltimore,
Maryland
|
$34.4M
|
+$5.87M
|
+192,147
|
+20%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$33.9M
|
+$1.43M
|
+46,923
|
+4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$32.9M
|
+$2.29M
|
+74,942
|
+7%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$31M
|
-$8.69M
|
-284,430
|
-22%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$29.5M
|
-$756K
|
-24,764
|
-2%
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$26.7M
|
+$1.9M
|
+62,149
|
+8%
|
|
|
18
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$23.5M
|
-$1.03M
|
-33,690
|
-4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$22.5M
|
+$3.56M
|
+116,585
|
+19%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$22M
|
+$1.57M
|
+51,357
|
+8%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.7M
|
+$1.21M
|
+39,614
|
+7%
|
|
|
22
|
Stadion Money Management
Watkinsville,
Georgia
|
$18.1M
|
+$11.3M
|
+370,190
|
+164%
|
|
|
23
|
Boston Financial Management
Boston,
Massachusetts
|
$14.7M
|
+$908K
|
+29,734
|
+7%
|
|
|
24
|
|
$14.4M
|
+$183
|
+6
|
+0%
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$13.2M
|
+$139K
|
+4,539
|
+1%
|
|
