|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$119M
|
+$56.5M
|
+656,906
|
+88%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$116M
|
-$3.39M
|
-39,368
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$84.5M
|
-$202K
|
-2,342
|
-0.2%
|
|
|
4
|
|
$83.4M
|
+$1.05M
|
+12,222
|
+1%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$77.3M
|
-$1.14M
|
-13,206
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$65.5M
|
-$13.7M
|
-158,605
|
-17%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.2M
|
+$6.12M
|
+71,130
|
+19%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
-$592K
|
-6,879
|
-2%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$22.8M
|
+$1.02M
|
+11,834
|
+5%
|
|
|
10
|
Vanguard Group
Malvern,
Pennsylvania
|
$22.3M
|
-$28M
|
-325,736
|
-55%
|
|
|
11
|
Regis Management Company
Menlo Park,
California
|
$17.9M
|
+$947
|
+11
|
+0%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$14.6M
|
+$2.55M
|
+29,569
|
+21%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$14.5M
|
-$30.1K
|
-350
|
-0.2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.3M
|
-$5.19M
|
-60,289
|
-26%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
-$31.9M
|
-371,182
|
-70%
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$11.8M
|
+$8.96M
|
+104,123
|
+298%
|
|
|
17
|
Personal Capital Advisors
Redwood City,
California
|
$11.3M
|
+$1.69M
|
+19,665
|
+17%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$11.2M
|
-$1.65M
|
-19,197
|
-13%
|
|
|
19
|
Summit Financial
Parsippany,
New Jersey
|
$10.5M
|
-$2.11M
|
-24,566
|
-17%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
-$259K
|
-3,006
|
-2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$9.74M
|
+$91.2K
|
+1,059
|
+0.9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.34M
|
-$6.08M
|
-70,583
|
-39%
|
|
|
23
|
Allied Investment Advisors
Billings,
Montana
|
$9.05M
|
+$348K
|
+4,040
|
+4%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.09M
|
-$463K
|
-5,377
|
-5%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.79M
|
-$1.28M
|
-14,870
|
-14%
|
|
