|
1
|
Windham Capital Management
Boston,
Massachusetts
|
$87.5M
|
+$6.36M
|
+60,931
|
+8%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$77.8M
|
+$2.42M
|
+23,239
|
+3%
|
|
|
3
|
|
$54.1M
|
-$744K
|
-7,130
|
-1%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$50.8M
|
+$3.54M
|
+33,966
|
+8%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$40.6M
|
–
|
–
|
–
|
|
|
6
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$34.7M
|
-$667K
|
-6,392
|
-2%
|
|
|
7
|
|
$33.4M
|
+$4.68M
|
+44,889
|
+17%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
+$1.55M
|
+14,891
|
+8%
|
|
|
9
|
|
$19M
|
+$2.65M
|
+25,362
|
+17%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$2.55M
|
+24,462
|
+16%
|
|
|
11
|
|
$17.1M
|
+$1.79M
|
+17,118
|
+12%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$16.8M
|
+$1.04M
|
+10,007
|
+7%
|
|
|
13
|
WealthTrust Fairport
Cleveland,
Ohio
|
$16.3M
|
+$778K
|
+7,460
|
+5%
|
|
|
14
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$15.5M
|
+$593K
|
+5,687
|
+4%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$13.9M
|
+$479K
|
+4,590
|
+4%
|
|
|
16
|
TD Capital Management
Memphis,
Tennessee
|
$12.5M
|
+$483K
|
+4,626
|
+4%
|
|
|
17
|
Choate Investment Advisors
Boston,
Massachusetts
|
$11.3M
|
-$2.29M
|
-21,971
|
-17%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$868K
|
+8,319
|
+9%
|
|
|
19
|
Personal Capital Advisors
Redwood City,
California
|
$9.44M
|
+$2.52M
|
+24,161
|
+38%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$9.16M
|
+$1.69M
|
+16,210
|
+23%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.13M
|
+$576K
|
+5,521
|
+7%
|
|
|
22
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$8.86M
|
-$5.53M
|
-53,013
|
-39%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.36M
|
+$4.14M
|
+39,672
|
+103%
|
|
|
24
|
Alexandria Capital
Arlington,
Virginia
|
$5.72M
|
+$711K
|
+6,816
|
+15%
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$5.59M
|
-$69.8K
|
-669
|
-1%
|
|
