|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$267M
|
+$8.22M
|
+273,968
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$206M
|
-$1.54M
|
-51,391
|
-0.7%
|
|
|
3
|
|
$169M
|
+$135M
|
+4,514,596
|
+367%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$93.8M
|
+$22.7M
|
+757,869
|
+31%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$90.1M
|
+$3.31M
|
+110,252
|
+4%
|
|
|
6
|
|
$54.5M
|
-$7.22M
|
-240,839
|
-11%
|
|
|
7
|
Hamilton Capital
Columbus,
Ohio
|
$50.1M
|
+$1.05M
|
+34,913
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.7M
|
+$2.5M
|
+83,330
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$30.6M
|
-$7.94M
|
-264,874
|
-20%
|
|
|
10
|
Permanens Capital
New York
|
$28.6M
|
+$5.04M
|
+168,065
|
+21%
|
|
|
11
|
|
$25.5M
|
-$7.13M
|
-237,766
|
-21%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
+$3.43M
|
+114,281
|
+20%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$16.6M
|
+552,683
|
+2,475%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$13M
|
–
|
–
|
–
|
|
|
15
|
|
$10.4M
|
+$3.84M
|
+128,002
|
+57%
|
|
|
16
|
M&R Capital Management
Summit,
New Jersey
|
$9.75M
|
-$115K
|
-3,823
|
-1%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$8.03M
|
+$3.76M
|
+125,390
|
+85%
|
|
|
18
|
Donoghue Forlines
Boston,
Massachusetts
|
$8.02M
|
+$8.2M
|
+273,473
|
New
|
|
|
19
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$7.95M
|
-$22.8K
|
-760
|
-0.3%
|
|
|
20
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$7.21M
|
-$878K
|
-29,261
|
-11%
|
|
|
21
|
Geode Capital Management
Boston,
Massachusetts
|
$6.69M
|
–
|
–
|
–
|
|
|
22
|
Chatham Capital Group
Savannah,
Georgia
|
$6.17M
|
+$5.05M
|
+168,235
|
+399%
|
|
|
23
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$6.16M
|
+$16.1K
|
+536
|
+0.3%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$5.32M
|
+$89.2K
|
+2,975
|
+2%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$5.24M
|
+$366K
|
+12,216
|
+7%
|
|
