|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$129M
|
-$2.5M
|
-49,240
|
-2%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$78.6M
|
+$2.63M
|
+51,800
|
+3%
|
|
|
3
|
|
$70.8M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$62.4M
|
+$5.93M
|
+116,655
|
+10%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$46.5M
|
+$14.1K
|
+277
|
+0%
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$36.6M
|
+$6.17M
|
+121,427
|
+20%
|
|
|
7
|
|
$36.4M
|
+$1.25M
|
+24,584
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$30.9M
|
+$83.8K
|
+1,650
|
+0.3%
|
|
|
9
|
Summit Equities
Parsippany,
New Jersey
|
$26.6M
|
-$596K
|
-11,734
|
-2%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.2M
|
-$436K
|
-8,576
|
-2%
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$20.9M
|
+$19.8M
|
+390,093
|
+1,466%
|
|
|
12
|
Principal Financial Group
Des Moines,
Iowa
|
$20.4M
|
+$7.76M
|
+152,712
|
+60%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$1.17M
|
+23,009
|
+6%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.3M
|
+$3.91M
|
+77,051
|
+29%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$830K
|
+16,343
|
+5%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$15M
|
–
|
–
|
–
|
|
|
17
|
Garde Capital
Seattle,
Washington
|
$13.7M
|
+$398K
|
+7,838
|
+3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.7M
|
-$26.5M
|
-521,021
|
-66%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
+$3.49M
|
+68,679
|
+36%
|
|
|
20
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$12.7M
|
-$1.57M
|
-30,958
|
-11%
|
|
|
21
|
Oxford Financial Group
Carmel,
Indiana
|
$12.2M
|
+$3.78M
|
+74,364
|
+44%
|
|
|
22
|
Corrigan Financial
Middletown,
Rhode Island
|
$12M
|
-$79.3K
|
-1,560
|
-0.6%
|
|
|
23
|
|
$10.1M
|
+$9.92M
|
+195,348
|
+3,272%
|
|
|
24
|
Strategic Capital Advisers
Denver,
Colorado
|
$8.05M
|
+$2.62M
|
+51,649
|
+47%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.89M
|
+$7.42K
|
+146
|
+0.1%
|
|
