|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$403M
|
+$223M
|
+1,821,982
|
+124%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$391M
|
+$116M
|
+948,506
|
+42%
|
|
|
3
|
Suntrust Banks
Atlanta,
Georgia
|
$347M
|
+$38.4M
|
+313,893
|
+12%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$154M
|
+$33.8M
|
+276,166
|
+28%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$138M
|
+$13.7M
|
+111,662
|
+11%
|
|
|
6
|
Edelman Financial Services
Fairfax,
Virginia
|
$124M
|
+$4.81M
|
+39,305
|
+4%
|
|
|
7
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$109M
|
-$109K
|
-889
|
Closed
|
|
|
8
|
|
$101M
|
-$28.9M
|
-235,922
|
-22%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$96.1M
|
+$96.3M
|
+786,083
|
New
|
|
|
10
|
James Investment Research
Alpha,
Ohio
|
$95.8M
|
–
|
–
|
–
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$89.6M
|
+$2.31M
|
+18,877
|
+3%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$63.5M
|
-$32M
|
-261,624
|
-33%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$60.7M
|
+$9.06M
|
+74,029
|
+18%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$51.2M
|
+$1.25M
|
+10,243
|
+3%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$48.8M
|
-$18.8M
|
-153,621
|
-28%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$44.9M
|
+$824K
|
+6,729
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.3M
|
+$10.5M
|
+85,537
|
+33%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.7M
|
+$13.3M
|
+108,359
|
+68%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$26.4M
|
+$26.4M
|
+215,522
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$26.2M
|
+$11.7M
|
+95,333
|
+80%
|
|
|
21
|
|
$24.6M
|
–
|
–
|
–
|
|
|
22
|
Stadion Money Management
Watkinsville,
Georgia
|
$24.5M
|
+$247K
|
+2,020
|
+1%
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
$23.8M
|
+$5.88M
|
+48,044
|
+33%
|
|
|
24
|
Personal Capital Advisors
Redwood City,
California
|
$15.9M
|
+$2.97M
|
+24,237
|
+23%
|
|
|
25
|
Sage Advisory Services
Austin,
Texas
|
$14.5M
|
-$647K
|
-5,280
|
-4%
|
|
