|
1
|
Bank of America
Charlotte,
North Carolina
|
$292M
|
+$24.5M
|
+463,085
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$262M
|
+$56M
|
+1,056,667
|
+27%
|
|
|
3
|
|
$173M
|
+$30.7M
|
+579,825
|
+21%
|
|
|
4
|
|
$152M
|
+$20.8M
|
+393,036
|
+16%
|
|
|
5
|
Fidelity International
Hamilton,
Bermuda
|
$138M
|
+$138M
|
+2,609,073
|
New
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$135M
|
+$28.4M
|
+535,879
|
+26%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$92.8M
|
+$20.2M
|
+381,519
|
+28%
|
|
|
8
|
|
$82.1M
|
+$19.5M
|
+367,623
|
+31%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$81.4M
|
+$14M
|
+264,870
|
+21%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$78.7M
|
-$9.87M
|
-186,298
|
-11%
|
|
|
11
|
Windhaven Investment Management
Boston,
Massachusetts
|
$75.1M
|
-$8.58M
|
-161,991
|
-10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$57.7M
|
-$219M
|
-4,137,084
|
-79%
|
|
|
13
|
|
$57.1M
|
+$27.1M
|
+511,636
|
+90%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$56.6M
|
+$6.19M
|
+116,770
|
+12%
|
|
|
15
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$46.4M
|
+$2.16M
|
+40,683
|
+5%
|
|
|
16
|
Choate Investment Advisors
Boston,
Massachusetts
|
$44.9M
|
+$43.7M
|
+825,381
|
+4,214%
|
|
|
17
|
Windham Capital Management
Boston,
Massachusetts
|
$44.3M
|
-$13.4M
|
-253,677
|
-23%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$39.4M
|
+$2.58M
|
+48,762
|
+7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.9M
|
+$3.97M
|
+74,867
|
+12%
|
|
|
20
|
Vanguard Group
Malvern,
Pennsylvania
|
$37.4M
|
+$1.99M
|
+37,486
|
+6%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$33.8M
|
-$203K
|
-3,822
|
-0.6%
|
|
|
22
|
IFC Holdings
Tampa,
Florida
|
$32.2M
|
+$2.97M
|
+56,112
|
+10%
|
|
|
23
|
Makena Capital Management
Menlo Park,
California
|
$30.1M
|
-$29.1K
|
-550
|
-0.1%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.5M
|
+$9.99M
|
+188,448
|
+57%
|
|
|
25
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$26.9M
|
+$278K
|
+5,239
|
+1%
|
|
