|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$288M
|
+$14.1M
|
+461,973
|
+5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$141M
|
-$70.6M
|
-2,310,596
|
-33%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$80.9M
|
-$11.6M
|
-379,154
|
-12%
|
|
|
4
|
Hamilton Capital
Columbus,
Ohio
|
$51.1M
|
-$221K
|
-7,217
|
-0.4%
|
|
|
5
|
|
$51.1M
|
-$4.86M
|
-159,100
|
-9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.5M
|
-$5.16M
|
-168,752
|
-14%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$30.1M
|
-$1.24M
|
-40,432
|
-4%
|
|
|
8
|
|
$26.4M
|
+$273K
|
+8,926
|
+1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
-$1.34M
|
-43,904
|
-6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$1.47M
|
+48,225
|
+8%
|
|
|
11
|
Permanens Capital
New York
|
$17.2M
|
-$12.4M
|
-404,706
|
-41%
|
|
|
12
|
Donoghue Forlines
Boston,
Massachusetts
|
$13.1M
|
+$4.92M
|
+160,972
|
+59%
|
|
|
13
|
|
$9.74M
|
-$166M
|
-5,420,246
|
-94%
|
|
|
14
|
M&R Capital Management
Summit,
New Jersey
|
$9.47M
|
-$519K
|
-16,965
|
-5%
|
|
|
15
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$9.11M
|
+$9.36M
|
+306,049
|
New
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$8.26M
|
+$35.1K
|
+1,147
|
+0.4%
|
|
|
17
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$8.1M
|
-$48.4K
|
-1,584
|
-0.6%
|
|
|
18
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$7.31M
|
-$72.5K
|
-2,373
|
-1%
|
|
|
19
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$7.01M
|
+$7.13M
|
+233,320
|
New
|
|
|
20
|
Geode Capital Management
Boston,
Massachusetts
|
$6.85M
|
–
|
–
|
–
|
|
|
21
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$6.31M
|
–
|
–
|
–
|
|
|
22
|
United Services Automobile Association
San Antonio,
Texas
|
$5.51M
|
-$7.91M
|
-258,700
|
-59%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$5.4M
|
-$48.8K
|
-1,595
|
-0.9%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.7M
|
-$552K
|
-18,059
|
-10%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$4.39M
|
-$999K
|
-32,672
|
-18%
|
|
