|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.68B
|
+$1.27B
|
+10,311,668
|
+325%
|
|
|
2
|
|
$755M
|
+$747M
|
+6,053,015
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$214M
|
+$45.7M
|
+369,939
|
+27%
|
|
|
4
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$167M
|
-$165K
|
-1,338
|
Closed
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$160M
|
+$13.8M
|
+111,980
|
+10%
|
|
|
6
|
Edelman Financial Services
Fairfax,
Virginia
|
$144M
|
+$3.15M
|
+25,486
|
+2%
|
|
|
7
|
|
$139M
|
+$27.1M
|
+219,150
|
+24%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
+$23.3M
|
+188,443
|
+27%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$94.2M
|
+$8.22M
|
+66,597
|
+10%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$87.6M
|
-$4.68M
|
-37,938
|
-5%
|
|
|
11
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$76.9M
|
+$601K
|
+4,866
|
+0.8%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$71M
|
+$5.93M
|
+48,035
|
+9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.5M
|
-$4.39M
|
-35,555
|
-7%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$58M
|
+$4.51M
|
+36,561
|
+9%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$57.6M
|
-$652K
|
-5,279
|
-1%
|
|
|
16
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$57.1M
|
+$56.1M
|
+454,228
|
+13,071%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.1M
|
-$7.07M
|
-57,291
|
-14%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$42.7M
|
+$38.2M
|
+309,322
|
+926%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$42.4M
|
+$7.15M
|
+57,900
|
+20%
|
|
|
20
|
Horizon Investments
Charlotte,
North Carolina
|
$41.4M
|
+$41M
|
+332,191
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37.5M
|
+$20.1M
|
+162,649
|
+118%
|
|
|
22
|
Tanglewood Wealth Management
Houston,
Texas
|
$28.1M
|
+$1.29M
|
+10,453
|
+5%
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$27.1M
|
+$2.58M
|
+20,908
|
+11%
|
|
|
24
|
Personal Capital Advisors
Redwood City,
California
|
$26.2M
|
+$3.11M
|
+25,182
|
+14%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$25.8M
|
-$14.2M
|
-115,235
|
-36%
|
|
