|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$726M
|
-$38.5M
|
-691,125
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
+$7.69M
|
+137,887
|
+5%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$61.8M
|
+$61.2M
|
+1,098,596
|
New
|
|
|
4
|
|
$61.8M
|
+$14.8M
|
+265,141
|
+32%
|
|
|
5
|
Windham Capital Management
Boston,
Massachusetts
|
$39.4M
|
+$39M
|
+700,115
|
New
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$33.7M
|
+$1.91M
|
+34,346
|
+6%
|
|
|
7
|
|
$27.2M
|
+$13.7M
|
+245,000
|
+103%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$24.1M
|
+$7.04M
|
+126,352
|
+42%
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$23.5M
|
+$4.52M
|
+81,099
|
+24%
|
|
|
10
|
FutureAdvisor
San Francisco,
California
|
$20.1M
|
+$6.97M
|
+124,985
|
+54%
|
|
|
11
|
|
$19.8M
|
+$6.93M
|
+124,402
|
+55%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.8M
|
+$4.42M
|
+79,345
|
+31%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$18.1M
|
+$6.45M
|
+115,642
|
+56%
|
|
|
14
|
|
$15.6M
|
+$15.4M
|
+276,556
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13M
|
-$177K
|
-3,181
|
-1%
|
|
|
16
|
Vigilant Capital Management
Portland,
Maine
|
$12.7M
|
+$388K
|
+6,956
|
+3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$5.46M
|
+97,886
|
+107%
|
|
|
18
|
Emery Howard Portfolio Management
Burlingame,
California
|
$10.3M
|
+$10.2M
|
+182,832
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.87M
|
-$4.99M
|
-89,440
|
-34%
|
|
|
20
|
Whitnell & Co
Oak Brook,
Illinois
|
$9.84M
|
-$982K
|
-17,625
|
-9%
|
|
|
21
|
Alexandria Capital
Arlington,
Virginia
|
$9.73M
|
+$576K
|
+10,330
|
+6%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.1M
|
-$2.08M
|
-37,319
|
-19%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$6.42M
|
+$38.2K
|
+685
|
+0.6%
|
|
|
24
|
Bouchey Financial Group
Troy,
New York
|
$5.42M
|
+$5.37M
|
+96,415
|
New
|
|
|
25
|
City National Bank
Beverly Hills,
Delaware
|
$5.34M
|
+$1.29M
|
+23,135
|
+32%
|
|
