|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$171M
|
+$3.02M
|
+68,544
|
+2%
|
|
|
2
|
|
$64.1M
|
–
|
–
|
–
|
|
|
3
|
Sequoia Financial Advisors
Akron,
Ohio
|
$58.6M
|
+$1.8M
|
+40,772
|
+3%
|
|
|
4
|
|
$56.3M
|
+$1.02M
|
+23,165
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$45.5M
|
-$3.68M
|
-83,515
|
-8%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$33.8M
|
+$1.07M
|
+24,331
|
+3%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$30M
|
-$449K
|
-10,186
|
-2%
|
|
|
8
|
|
$25.5M
|
+$42K
|
+953
|
+0.2%
|
|
|
9
|
Summit Equities
Parsippany,
New Jersey
|
$25.2M
|
+$1.57M
|
+35,543
|
+7%
|
|
|
10
|
Cambridge Associates
Boston,
Massachusetts
|
$24.3M
|
-$5.51M
|
-124,932
|
-19%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$20.8M
|
-$1.79M
|
-40,500
|
-8%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.6M
|
-$17.1M
|
-388,638
|
-46%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.9M
|
+$10.2M
|
+231,495
|
+115%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$18.8M
|
+$6.61M
|
+149,742
|
+58%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
-$3.35M
|
-76,034
|
-19%
|
|
|
16
|
Corrigan Financial
Middletown,
Rhode Island
|
$11.8M
|
+$135K
|
+3,057
|
+1%
|
|
|
17
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$10.6M
|
+$10.2M
|
+230,758
|
New
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$10.6M
|
+$9.6M
|
+217,533
|
+1,713%
|
|
|
19
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$9.84M
|
+$6.91M
|
+156,688
|
+273%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.61M
|
+$626K
|
+14,180
|
+8%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.24M
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$7.23M
|
+$406K
|
+9,205
|
+6%
|
|
|
23
|
|
$6.97M
|
+$6.66M
|
+150,963
|
+13,348%
|
|
|
24
|
|
$5.82M
|
+$2.91K
|
+66
|
+0.1%
|
|
|
25
|
|
$5.16M
|
+$2.6M
|
+58,923
|
+100%
|
|
