|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$161M
|
+$67.2M
|
+1,477,256
|
+61%
|
|
|
2
|
|
$60.2M
|
+$1.34M
|
+29,374
|
+2%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$41.3M
|
+$1.01M
|
+22,103
|
+2%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$32.5M
|
+$79.7K
|
+1,752
|
+0.2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$31.4M
|
-$20.4M
|
-447,579
|
-37%
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$30.8M
|
-$2.66M
|
-58,526
|
-7%
|
|
|
7
|
|
$30.4M
|
+$3.84M
|
+84,335
|
+13%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$23.6M
|
-$46.8M
|
-1,028,158
|
-64%
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$21.4M
|
+$23.6M
|
+517,760
|
New
|
|
|
10
|
AllianceBernstein
Nashville,
Tennessee
|
$18M
|
-$554K
|
-12,177
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
+$1.78M
|
+39,009
|
+10%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.1M
|
-$825K
|
-18,137
|
-4%
|
|
|
13
|
Principal Financial Group
Des Moines,
Iowa
|
$14.5M
|
+$251K
|
+5,522
|
+2%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$12.8M
|
–
|
–
|
–
|
|
|
15
|
Oxford Financial Group
Carmel,
Indiana
|
$11.1M
|
+$612K
|
+13,456
|
+5%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$3.46M
|
-76,130
|
-23%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$802K
|
-17,623
|
-6%
|
|
|
18
|
Corrigan Financial
Middletown,
Rhode Island
|
$10M
|
+$159K
|
+3,494
|
+1%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$9.86M
|
+$7.93M
|
+174,204
|
+269%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$9.56M
|
-$2.57M
|
-56,454
|
-20%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.5M
|
-$411K
|
-9,032
|
-4%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.55M
|
+$7.02M
|
+154,157
|
+289%
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$8.1M
|
+$8.94M
|
+196,363
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$7.45M
|
-$22.8M
|
-501,989
|
-74%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.5M
|
–
|
–
|
–
|
|
