|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$728M
|
-$87.5M
|
-1,593,954
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$146M
|
+$1.51M
|
+27,476
|
+1%
|
|
|
3
|
|
$44.6M
|
+$10.4M
|
+189,151
|
+29%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$30.3M
|
+$1.64M
|
+29,806
|
+6%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$24.2M
|
+$1.58M
|
+28,720
|
+7%
|
|
|
6
|
Personal Capital Advisors
Redwood City,
California
|
$17.8M
|
+$3.84M
|
+69,979
|
+27%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$16.2M
|
+$5.21M
|
+94,939
|
+46%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$15.9M
|
+$13.6M
|
+247,148
|
+502%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
+$7.43M
|
+135,288
|
+104%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
-$3.2M
|
-58,390
|
-19%
|
|
|
11
|
|
$12.8M
|
+$6.59M
|
+120,000
|
+101%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.5M
|
+$8.69M
|
+158,410
|
+210%
|
|
|
13
|
FutureAdvisor
San Francisco,
California
|
$12.4M
|
+$12.7M
|
+231,852
|
New
|
|
|
14
|
|
$12.2M
|
+$3.2M
|
+58,315
|
+34%
|
|
|
15
|
Vigilant Capital Management
Portland,
Maine
|
$11.7M
|
+$78.8K
|
+1,435
|
+0.7%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$11M
|
+$5.32M
|
+96,979
|
+89%
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
$10.7M
|
+$8.06M
|
+146,816
|
+281%
|
|
|
18
|
Whitnell & Co
Oak Brook,
Illinois
|
$10.3M
|
-$3.33M
|
-60,725
|
-24%
|
|
|
19
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.94M
|
-$23.9K
|
-435
|
-0.3%
|
|
|
20
|
Alexandria Capital
Arlington,
Virginia
|
$8.7M
|
+$283K
|
+5,152
|
+3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$6.07M
|
+$6.23M
|
+113,489
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.9M
|
-$279K
|
-5,081
|
-5%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.79M
|
+$412K
|
+7,512
|
+9%
|
|
|
24
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.68M
|
-$22.1K
|
-403
|
-0.5%
|
|
|
25
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$4.58M
|
+$321K
|
+5,840
|
+7%
|
|
