|
1
|
Creative Planning
Overland Park,
Kansas
|
$180M
|
-$4.02M
|
-43,702
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
-$36.9M
|
-400,688
|
-27%
|
|
|
3
|
Schroder Investment Management Group
London,
United Kingdom
|
$69.3M
|
-$10.3M
|
-112,403
|
-13%
|
|
|
4
|
|
$63.8M
|
+$61.7M
|
+671,000
|
New
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$58.7M
|
+$26.1K
|
+284
|
+0%
|
|
|
6
|
Wealthfront
Palo Alto,
California
|
$54.2M
|
+$1.91M
|
+20,809
|
+4%
|
|
|
7
|
|
$49M
|
+$3.32M
|
+36,101
|
+8%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$47.8M
|
-$1.39M
|
-15,064
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$47.8M
|
+$1.63M
|
+17,720
|
+4%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$25M
|
-$3.1M
|
-33,709
|
-11%
|
|
|
11
|
D'Orazio & Associates
Falls Church,
Virginia
|
$24.7M
|
+$2.59M
|
+28,115
|
+12%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$23.2M
|
+$1.24M
|
+13,515
|
+6%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$22.9M
|
+$2.09M
|
+22,668
|
+10%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$19.4M
|
-$21.4M
|
-232,303
|
-53%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
-$402K
|
-4,369
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.1M
|
+$119K
|
+1,292
|
+0.7%
|
|
|
17
|
Regis Management Company
Menlo Park,
California
|
$15.5M
|
+$642K
|
+6,977
|
+4%
|
|
|
18
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$15.4M
|
+$14.9M
|
+161,877
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.7M
|
-$463K
|
-5,035
|
-4%
|
|
|
20
|
Summit Equities
Parsippany,
New Jersey
|
$12.7M
|
+$102K
|
+1,112
|
+0.8%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$11.3M
|
-$1.71M
|
-18,633
|
-13%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.6M
|
+$2.5M
|
+27,132
|
+32%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.4M
|
+$3.1M
|
+33,745
|
+45%
|
|
|
24
|
|
$9.43M
|
+$5.6M
|
+60,905
|
+160%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.28M
|
+$412K
|
+4,474
|
+5%
|
|
