|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$122M
|
-$7.95M
|
-161,268
|
-6%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$81M
|
+$1.55M
|
+31,458
|
+2%
|
|
|
3
|
|
$72.4M
|
+$871K
|
+17,668
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$61.1M
|
-$1.89M
|
-38,390
|
-3%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$49.5M
|
+$2.49M
|
+50,434
|
+5%
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$40.8M
|
+$3.73M
|
+75,640
|
+10%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$39.8M
|
+$38.8M
|
+786,867
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
+$3.2M
|
+64,970
|
+11%
|
|
|
9
|
|
$33M
|
-$3.63M
|
-73,667
|
-10%
|
|
|
10
|
Summit Equities
Parsippany,
New Jersey
|
$27M
|
+$106K
|
+2,145
|
+0.4%
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$22.7M
|
+$1.61M
|
+32,694
|
+8%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.7M
|
-$731K
|
-14,830
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
-$310K
|
-6,293
|
-2%
|
|
|
14
|
Principal Financial Group
Des Moines,
Iowa
|
$17.5M
|
-$3.02M
|
-61,317
|
-15%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$227K
|
+4,612
|
+1%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$15.7M
|
+$488K
|
+9,900
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.7M
|
+$614K
|
+12,449
|
+5%
|
|
|
18
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$13.2M
|
+$12.9M
|
+261,187
|
New
|
|
|
19
|
Garde Capital
Seattle,
Washington
|
$13.2M
|
+$690K
|
+13,990
|
+5%
|
|
|
20
|
Oxford Financial Group
Carmel,
Indiana
|
$13M
|
+$621K
|
+12,591
|
+5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.1M
|
-$5.23M
|
-105,955
|
-31%
|
|
|
22
|
Corrigan Financial
Middletown,
Rhode Island
|
$12.1M
|
-$6.17K
|
-125
|
-0.1%
|
|
|
23
|
Strategic Capital Advisers
Denver,
Colorado
|
$8.14M
|
-$3.45K
|
-70
|
-0%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.97M
|
–
|
–
|
–
|
|
|
25
|
|
$6.61M
|
-$827K
|
-16,773
|
-11%
|
|
