|
1
|
Creative Planning
Overland Park,
Kansas
|
$193M
|
+$4.48M
|
+50,458
|
+3%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$154M
|
+$21.4M
|
+240,945
|
+17%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$119M
|
+$4.58M
|
+51,573
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$74.8M
|
-$8.18M
|
-92,164
|
-10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$72.2M
|
+$5.17M
|
+58,238
|
+8%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$63.7M
|
-$851K
|
-9,596
|
-1%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$55.9M
|
+$280K
|
+3,157
|
+0.5%
|
|
|
8
|
AMP Capital Investors
Sydney,
Australia
|
$48.4M
|
+$97.6K
|
+1,100
|
+0.2%
|
|
|
9
|
|
$42.2M
|
-$959K
|
-10,805
|
-2%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$24.7M
|
-$1.57M
|
-17,752
|
-6%
|
|
|
11
|
D'Orazio & Associates
Falls Church,
Virginia
|
$22.2M
|
-$502K
|
-5,658
|
-2%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$21.6M
|
-$956K
|
-10,776
|
-4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$17.8M
|
-$1.21M
|
-13,620
|
-7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
+$858K
|
+9,668
|
+6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.5M
|
-$211K
|
-2,377
|
-1%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$16.1M
|
-$290K
|
-3,265
|
-2%
|
|
|
17
|
Regis Management Company
Menlo Park,
California
|
$14.4M
|
+$407K
|
+4,584
|
+3%
|
|
|
18
|
Summit Equities
Parsippany,
New Jersey
|
$14M
|
+$837K
|
+9,429
|
+7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
-$1.76M
|
-19,833
|
-13%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$2.1M
|
+23,670
|
+25%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.5M
|
-$1.18M
|
-13,339
|
-11%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$7.96M
|
+$88K
|
+992
|
+1%
|
|
|
23
|
|
$7.7M
|
-$1.43M
|
-16,165
|
-16%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$6.48M
|
-$2.64M
|
-29,726
|
-30%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.44M
|
-$120K
|
-1,351
|
-2%
|
|
