|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$151M
|
+$86.1M
|
+2,047,189
|
+128%
|
|
|
2
|
|
$57.9M
|
–
|
–
|
–
|
|
|
3
|
Sequoia Financial Advisors
Akron,
Ohio
|
$51.3M
|
+$3.05M
|
+72,462
|
+6%
|
|
|
4
|
|
$49.9M
|
+$2.7M
|
+64,275
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$44.5M
|
-$2.39M
|
-56,734
|
-5%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.8M
|
+$1.56M
|
+37,147
|
+5%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$29.5M
|
+$1.38M
|
+32,897
|
+5%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$27.5M
|
+$1.21M
|
+28,688
|
+5%
|
|
|
9
|
Cambridge Associates
Boston,
Massachusetts
|
$27.1M
|
-$1.05M
|
-25,014
|
-4%
|
|
|
10
|
|
$23M
|
-$3.29M
|
-78,305
|
-12%
|
|
|
11
|
Summit Equities
Parsippany,
New Jersey
|
$21.3M
|
+$2.03M
|
+48,266
|
+10%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$20.4M
|
+$20.7M
|
+492,250
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$855K
|
+20,334
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
-$34.2K
|
-813
|
-0.3%
|
|
|
15
|
Corrigan Financial
Middletown,
Rhode Island
|
$10.6M
|
+$150K
|
+3,558
|
+1%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.36M
|
+$210K
|
+4,999
|
+3%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.19M
|
+$368K
|
+8,759
|
+5%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.54M
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$6.15M
|
-$1.38M
|
-32,759
|
-18%
|
|
|
20
|
|
$5.27M
|
+$1.36M
|
+32,427
|
+34%
|
|
|
21
|
|
$5.25M
|
–
|
–
|
–
|
|
|
22
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.76M
|
+$143K
|
+3,392
|
+4%
|
|
|
23
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.61M
|
+$316K
|
+7,524
|
+9%
|
|
|
24
|
SOL Capital Management
Rockville,
Maryland
|
$3.38M
|
+$340K
|
+8,090
|
+11%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.35M
|
+$330K
|
+7,854
|
+11%
|
|
