|
1
|
Bank of America
Charlotte,
North Carolina
|
$651M
|
+$416M
|
+4,381,707
|
+133%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$144M
|
+$14.3M
|
+150,503
|
+10%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$51.5M
|
+$20.6M
|
+216,631
|
+55%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$46.4M
|
+$28.8M
|
+303,346
|
+124%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$39.2M
|
+$9.74M
|
+102,675
|
+29%
|
|
|
6
|
|
$33.6M
|
-$10.4M
|
-110,112
|
-22%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$32.5M
|
+$554K
|
+5,837
|
+2%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$28.7M
|
+$4.24M
|
+44,694
|
+17%
|
|
|
9
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$20.3M
|
-$638K
|
-6,726
|
-3%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$15.8M
|
+$7.12M
|
+75,060
|
+67%
|
|
|
11
|
D'Orazio & Associates
Falls Church,
Virginia
|
$15.1M
|
+$7.42M
|
+78,197
|
+92%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
-$769K
|
-8,102
|
-4%
|
|
|
13
|
Regis Management Company
Menlo Park,
California
|
$14.4M
|
+$2.46M
|
+25,941
|
+18%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$13.7M
|
-$1.55M
|
-16,305
|
-10%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.2M
|
-$558K
|
-5,879
|
-4%
|
|
|
16
|
Summit Equities
Parsippany,
New Jersey
|
$11.2M
|
+$522K
|
+5,499
|
+4%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.4M
|
+$1.24M
|
+13,096
|
+12%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.8M
|
+$699K
|
+7,370
|
+7%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$9.33M
|
+$7.14M
|
+75,287
|
+217%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.13M
|
-$664K
|
-7,001
|
-9%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6.11M
|
+$329K
|
+3,466
|
+5%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.84M
|
+$6.54M
|
+68,945
|
New
|
|
|
23
|
Timber Hill
Greenwich,
Connecticut
|
$5.79M
|
+$6.3M
|
+66,374
|
+3,462%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$5.76M
|
-$2.94M
|
-31,033
|
-31%
|
|
|
25
|
Cambridge Associates
Boston,
Massachusetts
|
$5.2M
|
-$2.47M
|
-26,030
|
-30%
|
|
