|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$160M
|
+$14.9M
|
+153,994
|
+10%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$146M
|
-$31M
|
-319,895
|
-17%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$144M
|
-$22.6M
|
-233,152
|
-13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$76.9M
|
-$2.42M
|
-24,954
|
-3%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$70.1M
|
+$7.85M
|
+81,021
|
+12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$67.5M
|
-$388K
|
-4,005
|
-0.5%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$54.9M
|
-$45.8K
|
-473
|
-0.1%
|
|
|
8
|
|
$44.3M
|
+$4.48M
|
+46,270
|
+11%
|
|
|
9
|
AMP Capital Investors
Sydney,
Australia
|
$34.2M
|
-$35.9M
|
-370,900
|
-50%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$24.8M
|
+$884K
|
+9,128
|
+4%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$22.4M
|
+$23.5M
|
+242,275
|
New
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$20.6M
|
-$565K
|
-5,835
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$18.6M
|
+$340K
|
+3,511
|
+2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
-$233K
|
-2,405
|
-1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
-$4.22M
|
-43,567
|
-20%
|
|
|
16
|
Regis Management Company
Menlo Park,
California
|
$15M
|
+$199K
|
+2,052
|
+1%
|
|
|
17
|
SCS Capital Management
Boston,
Massachusetts
|
$14.9M
|
+$15.6M
|
+161,600
|
New
|
|
|
18
|
Summit Equities
Parsippany,
New Jersey
|
$14.1M
|
-$11.7K
|
-121
|
-0.1%
|
|
|
19
|
Veritable
Wilmington,
Delaware
|
$14M
|
-$1.47M
|
-15,168
|
-9%
|
|
|
20
|
D'Orazio & Associates
Falls Church,
Virginia
|
$12M
|
-$9.22M
|
-95,254
|
-42%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$210K
|
+2,173
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
-$89.8K
|
-927
|
-0.8%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.43M
|
-$305K
|
-3,151
|
-3%
|
|
|
24
|
|
$8.09M
|
+$5.33M
|
+55,040
|
+169%
|
|
|
25
|
Schroder Investment Management Group
London,
United Kingdom
|
$8.07M
|
+$8.46M
|
+87,350
|
New
|
|
