|
1
|
Managed Account Advisors
Jersey City,
New Jersey
|
$787M
|
+$211M
|
+1,709,378
|
+36%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$390M
|
-$54.7M
|
-443,476
|
-12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$166M
|
+$8.25M
|
+66,832
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$144M
|
+$26.4M
|
+214,175
|
+22%
|
|
|
5
|
Edelman Financial Services
Fairfax,
Virginia
|
$139M
|
+$5.5M
|
+44,553
|
+4%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$137M
|
+$129M
|
+1,048,838
|
+1,709%
|
|
|
7
|
|
$110M
|
+$4.02M
|
+32,620
|
+4%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$91.1M
|
+$1.5M
|
+12,198
|
+2%
|
|
|
9
|
James Investment Research
Alpha,
Ohio
|
$87.7M
|
+$88M
|
+713,436
|
New
|
|
|
10
|
Madison Investment Holdings
Madison,
Wisconsin
|
$84.8M
|
-$7.98M
|
-64,645
|
-9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.5M
|
+$25.9M
|
+210,245
|
+44%
|
|
|
12
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$79.3M
|
+$18.9M
|
+153,401
|
+31%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$75.3M
|
+$9.81M
|
+79,536
|
+15%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$64.1M
|
-$1.2M
|
-9,730
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63M
|
-$721K
|
-5,844
|
-1%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$57.4M
|
+$1.46M
|
+11,826
|
+3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$52.7M
|
+$2.66M
|
+21,588
|
+5%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.6M
|
-$5.38M
|
-43,605
|
-10%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$39.6M
|
-$31.9M
|
-258,337
|
-44%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$34.7M
|
-$12.1M
|
-97,731
|
-26%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$26.4M
|
-$1.09M
|
-8,833
|
-4%
|
|
|
22
|
|
$24.7M
|
–
|
–
|
–
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$24.2M
|
+$992K
|
+8,039
|
+4%
|
|
|
24
|
Personal Capital Advisors
Redwood City,
California
|
$22.8M
|
+$3.56M
|
+28,894
|
+18%
|
|
|
25
|
Sage Advisory Services
Austin,
Texas
|
$20M
|
-$5.95M
|
-48,260
|
-23%
|
|
