|
1
|
Creative Planning
Overland Park,
Kansas
|
$188M
|
-$15.3M
|
-162,615
|
-8%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$178M
|
+$13.5M
|
+143,443
|
+9%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$157M
|
+$29.1M
|
+309,372
|
+24%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$84.8M
|
+$8.08M
|
+85,961
|
+11%
|
|
|
5
|
AMP Capital Investors
Sydney,
Australia
|
$74.1M
|
+$21.8M
|
+231,800
|
+45%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$72.7M
|
-$6.04M
|
-64,199
|
-8%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$67.1M
|
-$264K
|
-2,810
|
-0.4%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$58.9M
|
-$195K
|
-2,072
|
-0.3%
|
|
|
9
|
|
$42.9M
|
-$1.64M
|
-17,467
|
-4%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$25.7M
|
-$418K
|
-4,450
|
-2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$22.6M
|
-$210K
|
-2,234
|
-1%
|
|
|
12
|
D'Orazio & Associates
Falls Church,
Virginia
|
$22.3M
|
-$1.12M
|
-11,962
|
-5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
+$2.55M
|
+27,166
|
+14%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$19.6M
|
+$1.99M
|
+21,208
|
+12%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$786K
|
+8,362
|
+5%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$16.5M
|
-$522K
|
-5,556
|
-3%
|
|
|
17
|
Regis Management Company
Menlo Park,
California
|
$15.8M
|
+$557K
|
+5,924
|
+4%
|
|
|
18
|
Summit Equities
Parsippany,
New Jersey
|
$15.1M
|
+$320K
|
+3,403
|
+2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
-$2.2M
|
-23,372
|
-17%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
-$691K
|
-7,350
|
-6%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.34M
|
-$1.69M
|
-17,961
|
-16%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$8.49M
|
+$74.2K
|
+789
|
+0.9%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.18M
|
+$641K
|
+6,813
|
+10%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$7.17M
|
+$294K
|
+3,122
|
+5%
|
|
|
25
|
Arlington Partners
Birmingham,
Alabama
|
$6.81M
|
+$6.47M
|
+68,792
|
New
|
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