|
1
|
Bank of America
Charlotte,
North Carolina
|
$325M
|
+$72.5M
|
+608,441
|
+26%
|
|
|
2
|
Managed Account Advisors
Jersey City,
New Jersey
|
$206M
|
+$73.9M
|
+619,635
|
+50%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$168M
|
-$13.1M
|
-110,184
|
-7%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$95.8M
|
+$102M
|
+858,436
|
New
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$64.6M
|
+$40.6M
|
+340,779
|
+143%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$50.7M
|
+$11.6M
|
+97,106
|
+27%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$42.9M
|
+$45.8M
|
+384,177
|
New
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$41.9M
|
+$1.01M
|
+8,437
|
+2%
|
|
|
9
|
|
$33.5M
|
+$14.6M
|
+122,393
|
+69%
|
|
|
10
|
Wealthfront
Palo Alto,
California
|
$31.9M
|
+$5.91M
|
+49,537
|
+21%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$28.4M
|
+$5.62M
|
+47,147
|
+23%
|
|
|
12
|
Regis Management Company
Menlo Park,
California
|
$17.5M
|
+$9.04M
|
+75,827
|
+93%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$2.78M
|
+23,309
|
+19%
|
|
|
14
|
Retirement Capital Strategies
San Jose,
California
|
$15.9M
|
-$7.53M
|
-63,144
|
-31%
|
|
|
15
|
Summit Equities
Parsippany,
New Jersey
|
$13.6M
|
+$972K
|
+8,149
|
+7%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.9M
|
+$2.25M
|
+18,877
|
+22%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$11.7M
|
+$8.49M
|
+71,251
|
+214%
|
|
|
18
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$11.2M
|
+$11.9M
|
+100,000
|
+36,232%
|
|
|
19
|
Cambridge Associates
Boston,
Massachusetts
|
$9.76M
|
+$10.4M
|
+87,430
|
New
|
|
|
20
|
Rand Wealth
Baltimore,
Maryland
|
$9.61M
|
+$1.25M
|
+10,474
|
+14%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$9.58M
|
+$1.17M
|
+9,800
|
+13%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$9.47M
|
+$322K
|
+2,697
|
+3%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.2M
|
+$8.76M
|
+73,460
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.68M
|
+$1.13M
|
+9,511
|
+16%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.3M
|
+$3.27M
|
+27,438
|
+72%
|
|
