|
1
|
|
$105M
|
+$7.72M
|
+79,307
|
+8%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$79.8M
|
-$3.54M
|
-36,346
|
-4%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$65.2M
|
+$3.14M
|
+32,264
|
+5%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$60.3M
|
+$6.88M
|
+70,762
|
+13%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$49.8M
|
-$1.17M
|
-12,027
|
-2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.4M
|
+$1.13M
|
+11,664
|
+3%
|
|
|
7
|
|
$37.7M
|
-$1.78M
|
-18,274
|
-5%
|
|
|
8
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$37.5M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$37M
|
+$2.44M
|
+25,105
|
+7%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$36M
|
-$55.7K
|
-572
|
-0.2%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$34.2M
|
+$28.9M
|
+296,963
|
+642%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$31.7M
|
-$1.47M
|
-15,068
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$28.2M
|
+$634K
|
+6,516
|
+2%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$26.5M
|
-$5.51M
|
-56,625
|
-18%
|
|
|
15
|
Commerce Bank
Kansas City,
Missouri
|
$25.3M
|
+$64.6K
|
+664
|
+0.3%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$24.8M
|
-$1.2M
|
-12,371
|
-5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
+$1.35M
|
+13,913
|
+7%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$19.7M
|
+$506K
|
+5,201
|
+3%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$19.1M
|
+$634K
|
+6,514
|
+4%
|
|
|
20
|
|
$19M
|
+$2.24M
|
+23,030
|
+14%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17.7M
|
-$483K
|
-4,960
|
-3%
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.8M
|
-$56.1M
|
-576,502
|
-78%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$12.6M
|
+$54K
|
+555
|
+0.4%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$11.8M
|
+$403K
|
+4,139
|
+4%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$11.4M
|
+$91.7K
|
+942
|
+0.8%
|
|
