|
1
|
Bank of America
Charlotte,
North Carolina
|
$354M
|
+$35.1M
|
+321,627
|
+11%
|
|
|
2
|
Managed Account Advisors
Jersey City,
New Jersey
|
$315M
|
+$113M
|
+1,037,391
|
+56%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$164M
|
-$460K
|
-4,211
|
-0.3%
|
|
|
4
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$69.5M
|
+$19.9M
|
+181,937
|
+40%
|
|
|
5
|
|
$65.2M
|
+$32.4M
|
+296,631
|
+99%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$42.2M
|
+$1.15M
|
+10,527
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$38.8M
|
-$3.17M
|
-29,027
|
-8%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$36.5M
|
-$26.8M
|
-245,339
|
-42%
|
|
|
9
|
Wealthfront
Palo Alto,
California
|
$32.6M
|
+$1.33M
|
+12,178
|
+4%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$28.4M
|
+$659K
|
+6,034
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
+$6.18M
|
+56,583
|
+38%
|
|
|
12
|
Regis Management Company
Menlo Park,
California
|
$21.5M
|
+$4.3M
|
+39,344
|
+25%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$17.1M
|
+$7.76M
|
+71,051
|
+84%
|
|
|
14
|
Retirement Capital Strategies
San Jose,
California
|
$15.3M
|
-$242K
|
-2,211
|
-2%
|
|
|
15
|
Summit Equities
Parsippany,
New Jersey
|
$13.9M
|
+$548K
|
+5,019
|
+4%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.8M
|
+$2.14M
|
+19,570
|
+18%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$11.9M
|
+$466K
|
+4,263
|
+4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.6M
|
+$4.06M
|
+37,194
|
+54%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.2M
|
+$4.06M
|
+37,178
|
+57%
|
|
|
20
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$11.1M
|
+$5.38M
|
+49,243
|
+95%
|
|
|
21
|
Rand Wealth
Baltimore,
Maryland
|
$10.1M
|
+$468K
|
+4,283
|
+5%
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$9.55M
|
–
|
–
|
–
|
|
|
23
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$8.06M
|
-$1.32M
|
-12,055
|
-14%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.98M
|
+$1.12M
|
+10,284
|
+16%
|
|
|
25
|
|
$7.71M
|
+$7.7M
|
+70,512
|
New
|
|
