|
1
|
Creative Planning
Overland Park,
Kansas
|
$187M
|
-$6.4M
|
-63,984
|
-3%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$138M
|
+$6.73M
|
+67,290
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$12.7M
|
+126,934
|
+11%
|
|
|
4
|
|
$73M
|
+$11.1M
|
+110,680
|
+19%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$68M
|
-$2.7K
|
-27
|
-0%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$62.4M
|
+$7.97M
|
+79,697
|
+15%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$61.4M
|
-$5.7K
|
-57
|
-0%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$52M
|
-$5.25M
|
-52,490
|
-10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$31.3M
|
+$7.78M
|
+77,799
|
+35%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$29.1M
|
+$189K
|
+1,891
|
+0.7%
|
|
|
11
|
D'Orazio & Associates
Falls Church,
Virginia
|
$28.5M
|
+$212K
|
+2,124
|
+0.8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$25.8M
|
+$2.14M
|
+21,390
|
+10%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$24.1M
|
-$3.59M
|
-35,873
|
-13%
|
|
|
14
|
Schroder Investment Management Group
London,
United Kingdom
|
$23.4M
|
+$9.09M
|
+90,882
|
+68%
|
|
|
15
|
AMP Capital Investors
Sydney,
Australia
|
$19M
|
+$18.1M
|
+180,700
|
New
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$18.4M
|
-$2.54M
|
-25,383
|
-13%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.3M
|
-$1.74M
|
-17,353
|
-10%
|
|
|
18
|
Regis Management Company
Menlo Park,
California
|
$16.5M
|
+$81.8K
|
+818
|
+0.5%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.2M
|
+$889K
|
+8,891
|
+7%
|
|
|
20
|
Summit Equities
Parsippany,
New Jersey
|
$14.1M
|
+$50.3K
|
+503
|
+0.4%
|
|
|
21
|
Northside Capital Management
Hood River,
Oregon
|
$13.4M
|
-$38.5K
|
-385
|
-0.3%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.1M
|
+$1.48M
|
+14,803
|
+13%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$11.4M
|
+$7.37M
|
+73,739
|
+209%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$201K
|
+2,014
|
+2%
|
|
|
25
|
|
$10.5M
|
+$155K
|
+1,555
|
+2%
|
|
