|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$127M
|
-$4.23M
|
-85,010
|
-3%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$73.4M
|
+$1.86M
|
+37,472
|
+3%
|
|
|
3
|
|
$68.4M
|
+$907K
|
+18,234
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$54.7M
|
+$2.91M
|
+58,430
|
+5%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$44.9M
|
+$156K
|
+3,143
|
+0.3%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$38.4M
|
+$39.5M
|
+793,996
|
New
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$35.2M
|
+$4.65M
|
+93,406
|
+15%
|
|
|
8
|
|
$34M
|
+$836K
|
+16,795
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$29.8M
|
+$10.4M
|
+209,725
|
+52%
|
|
|
10
|
Cambridge Associates
Boston,
Massachusetts
|
$29.5M
|
-$35.2M
|
-707,948
|
-54%
|
|
|
11
|
Summit Equities
Parsippany,
New Jersey
|
$26.3M
|
-$941K
|
-18,916
|
-3%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.9M
|
-$892K
|
-17,926
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$785K
|
+15,778
|
+5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
+$1.51M
|
+30,358
|
+11%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$14.5M
|
-$4.33M
|
-87,100
|
-22%
|
|
|
16
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$13.7M
|
+$1.76M
|
+35,292
|
+14%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13M
|
+$4.1M
|
+82,381
|
+44%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$12.9M
|
+$886K
|
+17,810
|
+7%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$12.6M
|
+$733K
|
+14,733
|
+6%
|
|
|
20
|
Principal Financial Group
Des Moines,
Iowa
|
$12.3M
|
+$2.94M
|
+59,026
|
+30%
|
|
|
21
|
Corrigan Financial
Middletown,
Rhode Island
|
$11.7M
|
-$835K
|
-16,772
|
-7%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.21M
|
-$11.6M
|
-233,538
|
-55%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.8M
|
+$4.71M
|
+94,645
|
+108%
|
|
|
24
|
Oxford Financial Group
Carmel,
Indiana
|
$8.2M
|
+$7.81M
|
+157,031
|
+1,257%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.62M
|
–
|
–
|
–
|
|
