|
1
|
Windham Capital Management
Boston,
Massachusetts
|
$78M
|
+$27.5M
|
+271,176
|
+56%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$72.5M
|
+$4.43M
|
+43,689
|
+7%
|
|
|
3
|
|
$52.7M
|
+$12.1M
|
+119,464
|
+30%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$45.4M
|
+$7.77M
|
+76,639
|
+21%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$39.1M
|
+$5.07M
|
+50,000
|
+15%
|
|
|
6
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$34.1M
|
+$33.6M
|
+331,269
|
New
|
|
|
7
|
|
$27.5M
|
+$1.05M
|
+10,368
|
+4%
|
|
|
8
|
|
$22.8M
|
+$22.5M
|
+221,715
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
+$792K
|
+7,804
|
+4%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$17M
|
+$16.8M
|
+165,156
|
New
|
|
|
11
|
|
$15.7M
|
+$6.04M
|
+59,547
|
+64%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.5M
|
-$25.3M
|
-249,056
|
-62%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$1.7M
|
+16,767
|
+13%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$15.2M
|
+$362K
|
+3,572
|
+2%
|
|
|
15
|
WealthTrust Fairport
Cleveland,
Ohio
|
$14.9M
|
+$734K
|
+7,238
|
+5%
|
|
|
16
|
|
$14.7M
|
+$5.03M
|
+49,576
|
+53%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$14.4M
|
+$57.7K
|
+569
|
+0.4%
|
|
|
18
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$14M
|
+$13.8M
|
+135,929
|
New
|
|
|
19
|
Choate Investment Advisors
Boston,
Massachusetts
|
$13.2M
|
-$4.19M
|
-41,332
|
-24%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$12.9M
|
+$12.7M
|
+125,547
|
New
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$11.6M
|
+$225K
|
+2,220
|
+2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9.42M
|
+$622K
|
+6,135
|
+7%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.31M
|
+$15.9M
|
+156,643
|
+17,309%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.22M
|
+$734K
|
+7,237
|
+10%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$7.15M
|
+$7.05M
|
+69,472
|
New
|
|
