|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$87M
|
-$41.9M
|
-924,643
|
-33%
|
|
|
2
|
|
$68.2M
|
+$1.24M
|
+27,481
|
+2%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$40.4M
|
-$9.59M
|
-211,820
|
-19%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$38.9M
|
+$1.47M
|
+32,402
|
+4%
|
|
|
5
|
|
$37.7M
|
-$2.04M
|
-45,066
|
-5%
|
|
|
6
|
Mason Investment Advisory Services
Reston,
Virginia
|
$26.7M
|
-$16.7K
|
-369
|
-0.1%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$25.6M
|
-$9.69M
|
-214,023
|
-28%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$23.5M
|
+$2.1M
|
+46,308
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$21M
|
+$514K
|
+11,346
|
+3%
|
|
|
10
|
Summit Financial
Parsippany,
New Jersey
|
$19.3M
|
-$5.57M
|
-123,002
|
-23%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$3.27M
|
-72,342
|
-16%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$14.6M
|
+$339K
|
+7,494
|
+2%
|
|
|
13
|
Principal Financial Group
Des Moines,
Iowa
|
$13.4M
|
+$1.24M
|
+27,293
|
+10%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.4M
|
-$2.98M
|
-65,869
|
-20%
|
|
|
15
|
Garde Capital
Seattle,
Washington
|
$12.2M
|
+$1.24M
|
+27,375
|
+11%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.1M
|
-$78.5K
|
-1,734
|
-0.7%
|
|
|
17
|
Corrigan Financial
Middletown,
Rhode Island
|
$11.6M
|
+$495K
|
+10,940
|
+5%
|
|
|
18
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$11.5M
|
+$11.4M
|
+250,771
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$10.5M
|
+$6.54M
|
+144,527
|
+173%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
-$839K
|
-18,541
|
-8%
|
|
|
21
|
AllianceBernstein
Nashville,
Tennessee
|
$9.12M
|
+$374K
|
+8,263
|
+4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$8.69M
|
-$472K
|
-10,439
|
-5%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$8.53M
|
+$7.3M
|
+161,345
|
+653%
|
|
|
24
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$8.43M
|
+$855K
|
+18,883
|
+11%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.23M
|
–
|
–
|
–
|
|
