|
1
|
|
$91M
|
+$1.59M
|
+16,825
|
+2%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$78.1M
|
-$955K
|
-10,079
|
-1%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$68.4M
|
+$1.26M
|
+13,317
|
+2%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$58M
|
-$2.89M
|
-30,508
|
-5%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$50.1M
|
+$6.73M
|
+71,052
|
+15%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$47.7M
|
+$18.8M
|
+198,592
|
+63%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.5M
|
+$1.83M
|
+19,357
|
+5%
|
|
|
8
|
|
$36.9M
|
+$867K
|
+9,148
|
+2%
|
|
|
9
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$35M
|
–
|
–
|
–
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$33.7M
|
+$223K
|
+2,353
|
+0.7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$32.2M
|
+$2.04M
|
+21,481
|
+7%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$31M
|
-$1.31M
|
-13,792
|
-4%
|
|
|
13
|
Windham Capital Management
Boston,
Massachusetts
|
$30.1M
|
-$5.56M
|
-58,699
|
-15%
|
|
|
14
|
|
$26.8M
|
+$19.9M
|
+210,350
|
+271%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$25.8M
|
+$143K
|
+1,512
|
+0.5%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$24.3M
|
+$79.1K
|
+835
|
+0.3%
|
|
|
17
|
Commerce Bank
Kansas City,
Missouri
|
$23.6M
|
-$5.55M
|
-58,579
|
-19%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
+$1.2M
|
+12,670
|
+7%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$17.8M
|
+$72.5K
|
+765
|
+0.4%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$17.3M
|
-$135K
|
-1,421
|
-0.8%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17M
|
+$129K
|
+1,365
|
+0.8%
|
|
|
22
|
|
$15.6M
|
-$1.36M
|
-14,363
|
-8%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
$12.5M
|
-$130K
|
-1,368
|
-1%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$11.7M
|
+$860K
|
+9,072
|
+8%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$1.58M
|
-16,651
|
-13%
|
|
