|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$314M
|
+$2.07M
|
+36,745
|
+0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$146M
|
+$4.64M
|
+82,239
|
+3%
|
|
|
3
|
|
$37.3M
|
-$674K
|
-11,938
|
-2%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$30M
|
-$25.5M
|
-452,531
|
-47%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$23.4M
|
+$3.92M
|
+69,520
|
+21%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
+$14.1M
|
+249,980
|
+291%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$12.3M
|
+$495K
|
+8,767
|
+4%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$11.4M
|
+$2.79M
|
+49,419
|
+34%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.7M
|
+$5.82M
|
+103,042
|
+126%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$9.54M
|
+$134K
|
+2,375
|
+1%
|
|
|
11
|
Alexandria Capital
Arlington,
Virginia
|
$8.81M
|
+$493K
|
+8,740
|
+6%
|
|
|
12
|
|
$8.29M
|
+$1.15M
|
+20,311
|
+17%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$7.55M
|
+$2.42M
|
+42,857
|
+49%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.78M
|
+$2.12M
|
+37,594
|
+48%
|
|
|
15
|
|
$6.59M
|
+$263K
|
+4,663
|
+4%
|
|
|
16
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$5.53M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$5.41M
|
+$3.57M
|
+63,176
|
+211%
|
|
|
18
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$5.37M
|
-$623K
|
-11,038
|
-11%
|
|
|
19
|
|
$5.05M
|
+$4.91M
|
+87,000
|
New
|
|
|
20
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$4.64M
|
+$1.61M
|
+28,600
|
+56%
|
|
|
21
|
Addenda Capital
Montreal,
Quebec, Canada
|
$4.5M
|
+$9.03K
|
+160
|
+0.2%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.31M
|
+$276K
|
+4,883
|
+7%
|
|
|
23
|
First Allied Asset Management
San Diego,
California
|
$3.87M
|
+$3.76M
|
+66,610
|
New
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$3.6M
|
+$66.1K
|
+1,172
|
+2%
|
|
|
25
|
Stratford Consulting
Addison,
Texas
|
$3.56M
|
-$49.7K
|
-880
|
-1%
|
|
