|
1
|
Creative Planning
Overland Park,
Kansas
|
$178M
|
+$14.5M
|
+157,047
|
+8%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$125M
|
+$46M
|
+498,926
|
+55%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$108M
|
-$19.3M
|
-209,306
|
-15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$78.9M
|
-$24.6M
|
-266,238
|
-23%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$63.1M
|
+$8.26M
|
+89,547
|
+14%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$61.1M
|
+$8.79M
|
+95,228
|
+16%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$52.5M
|
+$257K
|
+2,791
|
+0.5%
|
|
|
8
|
AMP Capital Investors
Sydney,
Australia
|
$45.5M
|
+$55.4K
|
+600
|
+0.1%
|
|
|
9
|
|
$40.8M
|
-$21.5M
|
-233,029
|
-34%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$24.9M
|
+$2.24M
|
+24,312
|
+9%
|
|
|
11
|
D'Orazio & Associates
Falls Church,
Virginia
|
$21.5M
|
-$2.5M
|
-27,150
|
-10%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$21.4M
|
-$4.2M
|
-45,499
|
-16%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
-$7.22M
|
-78,223
|
-28%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$16.7M
|
+$11.6M
|
+125,333
|
+198%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$15.8M
|
-$926K
|
-10,041
|
-5%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$15.5M
|
+$168K
|
+1,826
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
+$4.69M
|
+50,860
|
+43%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14M
|
-$83.3K
|
-903
|
-0.6%
|
|
|
19
|
Regis Management Company
Menlo Park,
California
|
$13.2M
|
-$1.09M
|
-11,834
|
-7%
|
|
|
20
|
Summit Equities
Parsippany,
New Jersey
|
$12.4M
|
+$865K
|
+9,373
|
+7%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.1M
|
-$981K
|
-10,629
|
-8%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.81M
|
+$481K
|
+5,211
|
+6%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$8.77M
|
-$3.15M
|
-34,192
|
-26%
|
|
|
24
|
|
$8.72M
|
-$192K
|
-2,082
|
-2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.51M
|
-$2.54M
|
-27,490
|
-22%
|
|
