|
1
|
Creative Planning
Overland Park,
Kansas
|
$180M
|
+$7.48M
|
+74,824
|
+4%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$138M
|
+$11.1M
|
+110,965
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$9.12M
|
-91,207
|
-7%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$88.1M
|
+$26.2M
|
+261,669
|
+40%
|
|
|
5
|
|
$67.2M
|
-$278K
|
-2,785
|
-0.4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$60.3M
|
+$2.72M
|
+27,209
|
+5%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$57.6M
|
+$9.83M
|
+98,319
|
+20%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$57.2M
|
+$412K
|
+4,125
|
+0.7%
|
|
|
9
|
AMP Capital Investors
Sydney,
Australia
|
$49.9M
|
+$33.5M
|
+334,800
|
+185%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$27.8M
|
+$923K
|
+9,228
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$27.3M
|
-$1.69M
|
-16,953
|
-6%
|
|
|
12
|
D'Orazio & Associates
Falls Church,
Virginia
|
$26.1M
|
-$210K
|
-2,097
|
-0.8%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$24.9M
|
+$2.66M
|
+26,647
|
+12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$18.2M
|
-$5.46M
|
-54,639
|
-22%
|
|
|
15
|
Veritable
Wilmington,
Delaware
|
$16.8M
|
-$172K
|
-1,724
|
-1%
|
|
|
16
|
Regis Management Company
Menlo Park,
California
|
$15.6M
|
+$387K
|
+3,872
|
+2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
-$536K
|
-5,365
|
-3%
|
|
|
18
|
Northside Capital Management
Hood River,
Oregon
|
$14.6M
|
+$2.34M
|
+23,410
|
+18%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.7M
|
+$1.62M
|
+16,167
|
+13%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2M
|
-$851K
|
-8,510
|
-6%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$12.7M
|
+$3.71M
|
+37,118
|
+39%
|
|
|
22
|
Summit Equities
Parsippany,
New Jersey
|
$12.6M
|
-$381K
|
-3,811
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$1.53M
|
+15,332
|
+14%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$7.41M
|
+74,084
|
+168%
|
|
|
25
|
|
$9.73M
|
+$23.4K
|
+234
|
+0.2%
|
|
