|
1
|
|
$53.3M
|
–
|
–
|
–
|
|
|
2
|
|
$44.6M
|
-$1.11M
|
-27,597
|
-2%
|
|
|
3
|
Sequoia Financial Advisors
Akron,
Ohio
|
$39.3M
|
+$5.51M
|
+137,358
|
+17%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$33.6M
|
+$25.3M
|
+629,779
|
+335%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$32.2M
|
+$7.48M
|
+186,478
|
+31%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$27.3M
|
+$336K
|
+8,381
|
+1%
|
|
|
7
|
|
$23.9M
|
+$1.31M
|
+32,744
|
+6%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.5M
|
+$12.1M
|
+301,607
|
+109%
|
|
|
9
|
Cambridge Associates
Boston,
Massachusetts
|
$18.6M
|
–
|
–
|
–
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$15.3M
|
+$2.69M
|
+66,983
|
+22%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$8.01M
|
+199,865
|
+157%
|
|
|
12
|
Summit Equities
Parsippany,
New Jersey
|
$13.1M
|
+$216K
|
+5,385
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11M
|
+$134K
|
+3,334
|
+1%
|
|
|
14
|
Corrigan Financial
Middletown,
Rhode Island
|
$10.2M
|
+$140K
|
+3,496
|
+1%
|
|
|
15
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$8.65M
|
+$8.44M
|
+210,589
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.21M
|
+$2.27M
|
+56,564
|
+40%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.85M
|
+$689K
|
+17,171
|
+10%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.84M
|
-$30.1K
|
-750
|
-0.4%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.6M
|
-$274K
|
-6,821
|
-4%
|
|
|
20
|
Boston Financial Management
Boston,
Massachusetts
|
$6.45M
|
-$615K
|
-15,348
|
-9%
|
|
|
21
|
|
$5.2M
|
–
|
–
|
–
|
|
|
22
|
|
$4.33M
|
+$4.23M
|
+105,481
|
New
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.51M
|
+$56.5K
|
+1,409
|
+2%
|
|
|
24
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.29M
|
-$42.2K
|
-1,053
|
-1%
|
|
|
25
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.9M
|
+$2.83M
|
+70,660
|
New
|
|
