|
1
|
Bank of America
Charlotte,
North Carolina
|
$302M
|
+$11.8M
|
+84,325
|
+4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$212M
|
-$833K
|
-5,971
|
-0.4%
|
|
|
3
|
Managed Account Advisors
Jersey City,
New Jersey
|
$161M
|
+$66.6M
|
+477,655
|
+64%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$48.1M
|
+$154K
|
+1,108
|
+0.3%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$46.8M
|
+$9.56M
|
+68,589
|
+24%
|
|
|
6
|
|
$38.1M
|
+$2.94M
|
+21,101
|
+8%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$31.2M
|
+$3.8M
|
+27,255
|
+13%
|
|
|
8
|
Wealthfront
Palo Alto,
California
|
$31M
|
+$32.9M
|
+236,295
|
+358,023%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$27.1M
|
+$2.66M
|
+19,101
|
+10%
|
|
|
10
|
Retirement Capital Strategies
San Jose,
California
|
$27M
|
+$19.1K
|
+137
|
+0.1%
|
|
|
11
|
Richard Bernstein Advisors
New York
|
$25.7M
|
+$19.8M
|
+142,165
|
+264%
|
|
|
12
|
|
$23.3M
|
+$1.34M
|
+9,622
|
+6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$649K
|
+4,657
|
+4%
|
|
|
14
|
Summit Equities
Parsippany,
New Jersey
|
$15M
|
+$694K
|
+4,980
|
+5%
|
|
|
15
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$13.2M
|
+$14.1M
|
+100,792
|
New
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$12.3M
|
+$12M
|
+86,125
|
+1,142%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.5M
|
+$292K
|
+2,095
|
+2%
|
|
|
18
|
Regis Management Company
Menlo Park,
California
|
$10.7M
|
+$947K
|
+6,793
|
+9%
|
|
|
19
|
Relative Value Partners
Northbrook,
Illinois
|
$10.6M
|
-$109K
|
-780
|
-1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$10.5M
|
-$3.61M
|
-25,880
|
-24%
|
|
|
21
|
Rand Wealth
Baltimore,
Maryland
|
$10.1M
|
-$193K
|
-1,381
|
-2%
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$9.96M
|
+$10.6M
|
+76,000
|
New
|
|
|
23
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.72M
|
-$91.3K
|
-655
|
-1%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$7.9M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.77M
|
-$1.43M
|
-10,288
|
-15%
|
|
