|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$642M
|
-$28.7M
|
-316,289
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$320M
|
-$25.4M
|
-279,643
|
-7%
|
|
|
3
|
|
$320M
|
+$6.82M
|
+75,168
|
+2%
|
|
|
4
|
|
$231M
|
+$14.6M
|
+161,247
|
+7%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$147M
|
-$3.83M
|
-42,241
|
-2%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$96.4M
|
-$8.72M
|
-96,070
|
-8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.9M
|
-$63.6K
|
-701
|
-0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$81.8M
|
-$1.45M
|
-15,939
|
-2%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$68.4M
|
+$1.01M
|
+11,172
|
+1%
|
|
|
10
|
Securian Asset Management
St Paul,
Minnesota
|
$64M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$59.9M
|
-$175K
|
-1,925
|
-0.3%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$59.6M
|
+$918K
|
+10,114
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$57.1M
|
-$3.4M
|
-37,416
|
-5%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$55.8M
|
+$9.49M
|
+104,613
|
+20%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$50.5M
|
-$8.77M
|
-96,629
|
-14%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.8M
|
-$535K
|
-5,895
|
-1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$38.5M
|
+$524K
|
+5,771
|
+1%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$37.2M
|
+$314K
|
+3,455
|
+0.8%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$33.5M
|
-$1.38M
|
-15,200
|
-4%
|
|
|
20
|
Summit Financial
Parsippany,
New Jersey
|
$33M
|
+$159K
|
+1,754
|
+0.5%
|
|
|
21
|
|
$32.9M
|
+$2.21M
|
+24,351
|
+7%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$32.7M
|
-$2.51M
|
-27,704
|
-7%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.9M
|
+$630K
|
+6,945
|
+2%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$29.3M
|
+$686K
|
+7,563
|
+2%
|
|
|
25
|
Facet Wealth Inc
Baltimore,
Maryland
|
$26.8M
|
+$407K
|
+4,480
|
+1%
|
|
