|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$133M
|
-$46.9M
|
-996,779
|
-27%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$72.6M
|
+$9.67M
|
+205,512
|
+16%
|
|
|
3
|
|
$68.5M
|
–
|
–
|
–
|
|
|
4
|
Cambridge Associates
Boston,
Massachusetts
|
$64.6M
|
+$37.1M
|
+788,790
|
+149%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$52.6M
|
+$3.88M
|
+82,473
|
+8%
|
|
|
6
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$45.4M
|
+$43.5M
|
+924,312
|
New
|
|
|
7
|
|
$33.6M
|
+$6.15M
|
+130,557
|
+24%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$31.1M
|
-$873K
|
-18,544
|
-3%
|
|
|
9
|
Summit Equities
Parsippany,
New Jersey
|
$27.6M
|
+$679K
|
+14,430
|
+3%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.1M
|
+$59.6K
|
+1,267
|
+0.3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.8M
|
-$416K
|
-8,844
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$19.9M
|
-$121K
|
-2,581
|
-0.6%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$19M
|
-$3.04M
|
-64,500
|
-14%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$1.37M
|
+29,096
|
+9%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$6.03M
|
+128,061
|
+81%
|
|
|
16
|
Corrigan Financial
Middletown,
Rhode Island
|
$12.6M
|
+$8.61K
|
+183
|
+0.1%
|
|
|
17
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$12.4M
|
+$1.67M
|
+35,456
|
+17%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$12.2M
|
+$863K
|
+18,327
|
+8%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$12.1M
|
+$701K
|
+14,904
|
+6%
|
|
|
20
|
Principal Financial Group
Des Moines,
Iowa
|
$9.58M
|
+$9.19M
|
+195,184
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.12M
|
-$71K
|
-1,509
|
-0.8%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.73M
|
–
|
–
|
–
|
|
|
23
|
|
$6.22M
|
+$10.9K
|
+231
|
+0.2%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$6.14M
|
+$5.6M
|
+118,891
|
+1,928%
|
|
|
25
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.69M
|
+$5.46M
|
+116,020
|
New
|
|
