|
1
|
Bank of America
Charlotte,
North Carolina
|
$638M
|
-$526K
|
-5,773
|
-0.1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$148M
|
+$7.5M
|
+82,183
|
+5%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$62.9M
|
+$19.1M
|
+208,943
|
+38%
|
|
|
4
|
Schroder Investment Management Group
London,
United Kingdom
|
$56M
|
+$61.4M
|
+673,437
|
New
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$50.7M
|
+$177K
|
+1,945
|
+0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$46.6M
|
+$16.3M
|
+178,288
|
+47%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$42.7M
|
+$4.67M
|
+51,175
|
+11%
|
|
|
8
|
|
$37.8M
|
+$5.34M
|
+58,601
|
+15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$32.7M
|
+$22.1M
|
+241,938
|
+161%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$24.6M
|
-$737K
|
-8,078
|
-3%
|
|
|
11
|
Regis Management Company
Menlo Park,
California
|
$24M
|
+$10.8M
|
+118,951
|
+70%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$21.1M
|
+$6.11M
|
+66,971
|
+36%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$18.9M
|
+$10.7M
|
+117,408
|
+107%
|
|
|
14
|
Main Management
San Francisco,
California
|
$17M
|
+$18.6M
|
+204,424
|
New
|
|
|
15
|
D'Orazio & Associates
Falls Church,
Virginia
|
$15.9M
|
+$2.59M
|
+28,384
|
+17%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$739K
|
+8,099
|
+5%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$473K
|
+5,185
|
+4%
|
|
|
18
|
Summit Equities
Parsippany,
New Jersey
|
$10.8M
|
-$149K
|
-1,635
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$7.81M
|
+85,601
|
+209%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
+$662K
|
+7,263
|
+6%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$9.32M
|
+$10.2M
|
+112,150
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.29M
|
-$3.2M
|
-35,115
|
-29%
|
|
|
23
|
Rand Wealth
Baltimore,
Maryland
|
$7.2M
|
+$1.7M
|
+18,653
|
+27%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$6.7M
|
+$6.43M
|
+70,521
|
+700%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.16M
|
+$162K
|
+1,771
|
+2%
|
|
