|
1
|
Creative Planning
Overland Park,
Kansas
|
$166M
|
+$12.9M
|
+161,041
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$127M
|
-$496M
|
-6,191,634
|
-81%
|
|
|
3
|
Schroder Investment Management Group
London,
United Kingdom
|
$72.1M
|
+$13.4M
|
+167,588
|
+25%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$52.9M
|
+$556K
|
+6,937
|
+1%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$47.1M
|
-$16.7M
|
-208,370
|
-28%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$44.4M
|
+$375K
|
+4,680
|
+0.9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$41.6M
|
-$6.14M
|
-76,656
|
-14%
|
|
|
8
|
|
$41.1M
|
+$1.89M
|
+23,618
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$36.5M
|
+$3.72M
|
+46,491
|
+12%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$25.5M
|
-$840K
|
-10,495
|
-3%
|
|
|
11
|
D'Orazio & Associates
Falls Church,
Virginia
|
$19.9M
|
+$3.17M
|
+39,604
|
+21%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$19.8M
|
+$220K
|
+2,751
|
+1%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$18.7M
|
-$2.89M
|
-36,085
|
-14%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$1.33M
|
+16,648
|
+9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.2M
|
+$5.25M
|
+65,574
|
+53%
|
|
|
16
|
Regis Management Company
Menlo Park,
California
|
$13.4M
|
-$10.7M
|
-133,508
|
-46%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.9M
|
+$123K
|
+1,534
|
+1%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$11.9M
|
+$2.12M
|
+26,525
|
+24%
|
|
|
19
|
Summit Equities
Parsippany,
New Jersey
|
$11.3M
|
+$150K
|
+1,868
|
+1%
|
|
|
20
|
Miracle Mile Advisors
Los Angeles,
California
|
$8.52M
|
+$7.95M
|
+99,280
|
New
|
|
|
21
|
Rand Wealth
Baltimore,
Maryland
|
$8.15M
|
+$670K
|
+8,370
|
+10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.99M
|
-$2.68M
|
-33,456
|
-26%
|
|
|
23
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$7.6M
|
+$1.2M
|
+14,966
|
+20%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.25M
|
-$261K
|
-3,258
|
-4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.47M
|
+$111K
|
+1,381
|
+2%
|
|
