|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$758M
|
-$11.7M
|
-142,451
|
-2%
|
|
|
2
|
|
$380M
|
+$31.8M
|
+388,844
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$338M
|
-$21.5M
|
-262,547
|
-6%
|
|
|
4
|
|
$176M
|
+$3.44M
|
+42,093
|
+2%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$149M
|
+$6.71M
|
+82,013
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$132M
|
+$907K
|
+11,087
|
+0.7%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$105M
|
+$1.1M
|
+13,404
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$83.8M
|
+$11.3M
|
+138,420
|
+16%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$70.4M
|
-$9.47M
|
-115,650
|
-12%
|
|
|
10
|
Securian Asset Management
St Paul,
Minnesota
|
$68.5M
|
-$1.58M
|
-19,250
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$64.5M
|
+$15.4M
|
+188,461
|
+33%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$63.2M
|
+$13M
|
+158,604
|
+27%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$54.7M
|
+$4.17M
|
+50,945
|
+9%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$52.4M
|
+$3.36M
|
+41,032
|
+7%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$48.3M
|
-$4.81M
|
-58,769
|
-9%
|
|
|
16
|
Portfolio Design Labs
Encino,
California
|
$45.8M
|
+$44.6M
|
+544,915
|
New
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$43.1M
|
+$22.8M
|
+278,742
|
+119%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.4M
|
+$626K
|
+7,648
|
+2%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$37M
|
+$1.57M
|
+19,227
|
+5%
|
|
|
20
|
Ascent Group
Virginia Beach,
Virginia
|
$36.1M
|
+$35.1M
|
+429,124
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.2M
|
+$19.2M
|
+235,154
|
+128%
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$33M
|
+$408K
|
+4,984
|
+1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.6M
|
+$2.2M
|
+26,936
|
+8%
|
|
|
24
|
Summit Financial
Parsippany,
New Jersey
|
$29.3M
|
+$28.3M
|
+346,081
|
+13,357%
|
|
|
25
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$26.3M
|
+$13.6M
|
+165,580
|
+113%
|
|
