|
1
|
Windham Capital Management
Boston,
Massachusetts
|
$98.3M
|
+$2.84M
|
+26,209
|
+3%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$82.3M
|
+$5.59M
|
+51,660
|
+7%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$67.3M
|
+$3.06M
|
+28,268
|
+4%
|
|
|
4
|
|
$65.4M
|
+$3.6M
|
+33,224
|
+5%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$51.6M
|
+$2.65M
|
+24,467
|
+5%
|
|
|
6
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$38.4M
|
-$401K
|
-3,700
|
-1%
|
|
|
7
|
|
$35.2M
|
+$1.68M
|
+15,564
|
+5%
|
|
|
8
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$34.9M
|
+$415K
|
+3,834
|
+1%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$25.4M
|
+$5.89M
|
+54,376
|
+28%
|
|
|
10
|
|
$25.1M
|
+$4.21M
|
+38,918
|
+19%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.7M
|
+$5.01M
|
+46,244
|
+24%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
+$358K
|
+3,307
|
+2%
|
|
|
13
|
WealthTrust Fairport
Cleveland,
Ohio
|
$18.1M
|
+$562K
|
+5,188
|
+3%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17M
|
+$2.29M
|
+21,135
|
+15%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$15.9M
|
+$4.24M
|
+39,139
|
+34%
|
|
|
16
|
Congress Asset Management
Boston,
Massachusetts
|
$15.9M
|
+$4.57M
|
+42,250
|
+37%
|
|
|
17
|
TD Capital Management
Memphis,
Tennessee
|
$13.5M
|
-$439K
|
-4,054
|
-3%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$13.2M
|
-$1.64M
|
-15,193
|
-11%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$1.39M
|
+12,858
|
+12%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$10M
|
+$10.6M
|
+98,059
|
New
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$9.77M
|
+$862K
|
+7,961
|
+9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.86M
|
+$110K
|
+1,018
|
+1%
|
|
|
23
|
|
$7.41M
|
+$7.86M
|
+72,565
|
New
|
|
|
24
|
Choate Investment Advisors
Boston,
Massachusetts
|
$7.28M
|
-$1.05M
|
-9,706
|
-12%
|
|
|
25
|
Alexandria Capital
Arlington,
Virginia
|
$7.03M
|
+$571K
|
+5,271
|
+8%
|
|
