|
1
|
Creative Planning
Overland Park,
Kansas
|
$180M
|
-$4.6M
|
-48,388
|
-3%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$122M
|
+$116M
|
+1,222,415
|
+4,113%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$3.7M
|
+38,949
|
+4%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$63.4M
|
+$7.61M
|
+80,099
|
+14%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$57.3M
|
-$2.88M
|
-30,294
|
-5%
|
|
|
6
|
|
$57.3M
|
+$6.82M
|
+71,844
|
+14%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$53.7M
|
+$4.42M
|
+46,573
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$50.5M
|
+$1.39M
|
+14,588
|
+3%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$27M
|
+$3.06M
|
+32,220
|
+13%
|
|
|
10
|
D'Orazio & Associates
Falls Church,
Virginia
|
$26.4M
|
+$996K
|
+10,488
|
+4%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$26M
|
+$339K
|
+3,569
|
+1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
+$2.46M
|
+25,861
|
+13%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$21.5M
|
+$1.51M
|
+15,890
|
+8%
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$19.6M
|
-$3.78M
|
-39,827
|
-17%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
-$717K
|
-7,554
|
-4%
|
|
|
16
|
Regis Management Company
Menlo Park,
California
|
$15.3M
|
-$584K
|
-6,146
|
-4%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.3M
|
+$214K
|
+2,255
|
+2%
|
|
|
18
|
Summit Equities
Parsippany,
New Jersey
|
$13.1M
|
+$81.9K
|
+862
|
+0.6%
|
|
|
19
|
Schroder Investment Management Group
London,
United Kingdom
|
$13M
|
-$56.6M
|
-595,918
|
-82%
|
|
|
20
|
Northside Capital Management
Hood River,
Oregon
|
$12.5M
|
+$8.73M
|
+91,958
|
+252%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.8M
|
-$105K
|
-1,108
|
-1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
+$824K
|
+8,681
|
+9%
|
|
|
23
|
|
$9.65M
|
-$28.3K
|
-298
|
-0.3%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$9.39M
|
+$118K
|
+1,246
|
+1%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.18M
|
-$3.39M
|
-35,675
|
-33%
|
|
