|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$67.8M
|
+$34.7M
|
+811,429
|
+104%
|
|
|
2
|
|
$59.3M
|
+$4.14M
|
+96,753
|
+7%
|
|
|
3
|
Sequoia Financial Advisors
Akron,
Ohio
|
$49.4M
|
+$8.75M
|
+204,568
|
+21%
|
|
|
4
|
|
$48.4M
|
+$2.24M
|
+52,421
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$48M
|
+$13.3M
|
+311,337
|
+38%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34M
|
+$9.53M
|
+222,739
|
+39%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$28.8M
|
+$9.67M
|
+225,907
|
+50%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$28.8M
|
+$542K
|
+12,657
|
+2%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$27M
|
+$11.2M
|
+262,462
|
+71%
|
|
|
10
|
|
$26.9M
|
+$2.2M
|
+51,370
|
+9%
|
|
|
11
|
Summit Equities
Parsippany,
New Jersey
|
$19.7M
|
+$6.16M
|
+144,044
|
+45%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$2.1M
|
+49,092
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11M
|
-$305K
|
-7,122
|
-3%
|
|
|
14
|
Corrigan Financial
Middletown,
Rhode Island
|
$10.7M
|
+$89.2K
|
+2,085
|
+0.8%
|
|
|
15
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$8.53M
|
-$429K
|
-10,019
|
-5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.35M
|
+$228K
|
+5,323
|
+3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$7.69M
|
-$807K
|
-18,871
|
-9%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.99M
|
-$90.9K
|
-2,125
|
-1%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.7M
|
-$136K
|
-3,179
|
-2%
|
|
|
20
|
|
$5.38M
|
–
|
–
|
–
|
|
|
21
|
|
$4.02M
|
+$4.04M
|
+94,445
|
New
|
|
|
22
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.71M
|
+$71.6K
|
+1,674
|
+2%
|
|
|
23
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.37M
|
-$32.3K
|
-756
|
-0.9%
|
|
|
24
|
SOL Capital Management
Rockville,
Maryland
|
$3.11M
|
+$361K
|
+8,440
|
+13%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.1M
|
+$3.12M
|
+72,907
|
New
|
|
