|
1
|
Bank of America
Charlotte,
North Carolina
|
$280M
|
+$26.4M
|
+212,860
|
+11%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$187M
|
+$19.5M
|
+157,217
|
+12%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$46M
|
-$37.2M
|
-299,884
|
-45%
|
|
|
4
|
Managed Account Advisors
Jersey City,
New Jersey
|
$34.3M
|
+$8.56M
|
+68,934
|
+34%
|
|
|
5
|
|
$29M
|
+$199K
|
+1,602
|
+0.7%
|
|
|
6
|
Retirement Capital Strategies
San Jose,
California
|
$25.8M
|
+$25.3M
|
+204,140
|
New
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$25.6M
|
+$1.82M
|
+14,694
|
+8%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$23.3M
|
+$2.28M
|
+18,328
|
+11%
|
|
|
9
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$22.4M
|
+$22M
|
+176,831
|
New
|
|
|
10
|
|
$18.2M
|
+$506K
|
+4,074
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$213K
|
+1,718
|
+2%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.7M
|
+$12.4M
|
+100,211
|
New
|
|
|
13
|
Homrich & Berg
Atlanta,
Georgia
|
$11.1M
|
-$249K
|
-2,008
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$10.8M
|
-$3.64M
|
-29,307
|
-26%
|
|
|
15
|
Rand Wealth
Baltimore,
Maryland
|
$9.61M
|
-$154K
|
-1,242
|
-2%
|
|
|
16
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.23M
|
+$24.5K
|
+197
|
+0.3%
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$7.62M
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.56M
|
-$443K
|
-3,565
|
-6%
|
|
|
19
|
Regis Management Company
Menlo Park,
California
|
$6.5M
|
+$18.9K
|
+152
|
+0.3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.19M
|
+$250K
|
+2,010
|
+4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.94M
|
+$2.07M
|
+16,694
|
+55%
|
|
|
22
|
Chartist Inc
Seal Beach,
California
|
$5.53M
|
-$140K
|
-1,126
|
-2%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$5.2M
|
+$5.11M
|
+41,136
|
New
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$4.7M
|
+$80.3K
|
+647
|
+2%
|
|
|
25
|
Timber Hill
Greenwich,
Connecticut
|
$3.99M
|
+$3.92M
|
+31,593
|
New
|
|
