|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$130M
|
-$48.2M
|
-1,073,854
|
-28%
|
|
|
2
|
|
$67.5M
|
-$15.9K
|
-354
|
-0%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$50.5M
|
+$4.14M
|
+92,109
|
+9%
|
|
|
4
|
|
$40.1M
|
+$5.85M
|
+130,280
|
+18%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$37.7M
|
+$1.24M
|
+27,539
|
+3%
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$35.7M
|
+$1.11M
|
+24,772
|
+3%
|
|
|
7
|
Mason Investment Advisory Services
Reston,
Virginia
|
$26.9M
|
+$26.2M
|
+582,657
|
New
|
|
|
8
|
Summit Financial
Parsippany,
New Jersey
|
$25.2M
|
+$1.18M
|
+26,271
|
+5%
|
|
|
9
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$21.5M
|
+$20.9M
|
+465,488
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
-$13.8M
|
-306,941
|
-40%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$1.18M
|
+26,281
|
+6%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.6M
|
-$2.43M
|
-54,028
|
-14%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$14.3M
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
+$532K
|
+11,833
|
+5%
|
|
|
15
|
Principal Financial Group
Des Moines,
Iowa
|
$12.2M
|
-$3.88M
|
-86,359
|
-25%
|
|
|
16
|
Corrigan Financial
Middletown,
Rhode Island
|
$11.2M
|
-$61K
|
-1,358
|
-0.6%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.1M
|
+$475K
|
+10,574
|
+5%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$11.1M
|
+$339K
|
+7,555
|
+3%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.96M
|
-$16.1M
|
-357,652
|
-62%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9.24M
|
+$868K
|
+19,325
|
+11%
|
|
|
21
|
AllianceBernstein
Nashville,
Tennessee
|
$8.8M
|
-$11.1M
|
-246,755
|
-56%
|
|
|
22
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$7.62M
|
+$2.51M
|
+55,911
|
+51%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.29M
|
–
|
–
|
–
|
|
|
24
|
Oxford Financial Group
Carmel,
Indiana
|
$7.29M
|
-$5.05M
|
-112,336
|
-42%
|
|
|
25
|
|
$6.8M
|
+$3.37M
|
+75,097
|
+98%
|
|
