|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$442M
|
+$140M
|
+1,246,519
|
+43%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$353M
|
+$7.19M
|
+63,920
|
+2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$165M
|
+$5.02M
|
+44,603
|
+3%
|
|
|
4
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$158M
|
+$166M
|
+1,474,500
|
New
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$89.7M
|
+$22.8M
|
+202,682
|
+32%
|
|
|
6
|
|
$54.2M
|
-$10.2M
|
-90,372
|
-15%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$41.9M
|
+$593K
|
+5,276
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$40.3M
|
+$2.46M
|
+21,881
|
+6%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$38.4M
|
+$2.9M
|
+25,783
|
+8%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$28.9M
|
+$1.18M
|
+10,487
|
+4%
|
|
|
11
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$26.3M
|
+$16.3M
|
+144,709
|
+143%
|
|
|
12
|
Wealthfront
Palo Alto,
California
|
$26.2M
|
-$6.01M
|
-53,456
|
-18%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$19.6M
|
-$2.52M
|
-22,417
|
-11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$1.21M
|
+10,774
|
+7%
|
|
|
15
|
Regis Management Company
Menlo Park,
California
|
$15.4M
|
-$5.86M
|
-52,129
|
-27%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.8M
|
+$1.33M
|
+11,799
|
+9%
|
|
|
17
|
Schroder Investment Management Group
London,
United Kingdom
|
$13.9M
|
+$14.7M
|
+131,105
|
New
|
|
|
18
|
Summit Equities
Parsippany,
New Jersey
|
$13.5M
|
-$107K
|
-948
|
-0.7%
|
|
|
19
|
Veritable
Wilmington,
Delaware
|
$12M
|
+$341K
|
+3,031
|
+3%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.7M
|
+$810K
|
+7,198
|
+7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.6M
|
+$258K
|
+2,295
|
+2%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$10.6M
|
+$785K
|
+6,979
|
+8%
|
|
|
23
|
Cambridge Associates
Boston,
Massachusetts
|
$9.35M
|
–
|
–
|
–
|
|
|
24
|
D'Orazio & Associates
Falls Church,
Virginia
|
$9.11M
|
+$4.59M
|
+40,833
|
+92%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.48M
|
+$707K
|
+6,282
|
+9%
|
|
