|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$583M
|
+$173M
|
+1,399,735
|
+42%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$449M
|
+$51.6M
|
+417,908
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$159M
|
+$18.5M
|
+149,734
|
+13%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$134M
|
+$8.05M
|
+65,136
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$119M
|
+$20.9M
|
+168,891
|
+21%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$115M
|
+$114M
|
+918,791
|
+12,663%
|
|
|
7
|
|
$107M
|
+$4.53M
|
+36,692
|
+4%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$93.6M
|
+$93.2M
|
+753,919
|
New
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$90.5M
|
-$471K
|
-3,810
|
-0.5%
|
|
|
10
|
James Investment Research
Alpha,
Ohio
|
$85.7M
|
–
|
–
|
–
|
|
|
11
|
Suntrust Banks
Atlanta,
Georgia
|
$72.1M
|
-$278M
|
-2,252,760
|
-80%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$66.1M
|
+$1.64M
|
+13,235
|
+3%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$66M
|
+$4.33M
|
+35,063
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.4M
|
+$21.4M
|
+172,839
|
+50%
|
|
|
15
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$61.1M
|
+$60.8M
|
+491,780
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.2M
|
-$96.6M
|
-781,972
|
-62%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$56.5M
|
+$4.51M
|
+36,489
|
+9%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55.5M
|
+$22.2M
|
+180,044
|
+67%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$50.5M
|
+$4.9M
|
+39,635
|
+11%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$47.2M
|
-$2.26M
|
-18,300
|
-5%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$27.8M
|
+$27.7M
|
+223,895
|
New
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$26.2M
|
+$11.4M
|
+91,917
|
+77%
|
|
|
23
|
|
$25M
|
–
|
–
|
–
|
|
|
24
|
FDx Advisors
Chicago,
Illinois
|
$24.3M
|
+$109K
|
+884
|
+0.5%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$24.2M
|
+$23.4M
|
+189,650
|
+3,667%
|
|
