|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.2B
|
-$453M
|
-3,669,177
|
-27%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$176M
|
+$18.9M
|
+152,649
|
+12%
|
|
|
3
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$164M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$159M
|
-$52.4M
|
-424,238
|
-25%
|
|
|
5
|
Edelman Financial Services
Fairfax,
Virginia
|
$148M
|
+$6.9M
|
+55,890
|
+5%
|
|
|
6
|
Smith Affiliated Capital
New York
|
$138M
|
–
|
–
|
–
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$134M
|
+$47.6M
|
+385,210
|
+55%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$132M
|
+$39.3M
|
+317,802
|
+42%
|
|
|
9
|
|
$130M
|
-$7.09M
|
-57,400
|
-5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.5M
|
-$13M
|
-105,155
|
-12%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$74.4M
|
+$17.5M
|
+142,070
|
+31%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$71.2M
|
+$1.33M
|
+10,786
|
+2%
|
|
|
13
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$54.3M
|
+$53.8M
|
+435,305
|
New
|
|
|
14
|
Cerity Partners OCIO
New York
|
$53.6M
|
-$3.07M
|
-24,878
|
-5%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$52.3M
|
-$3.81M
|
-30,866
|
-7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.1M
|
-$9.44M
|
-76,394
|
-16%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$37M
|
+$35.3M
|
+285,909
|
+1,821%
|
|
|
18
|
Tanglewood Wealth Management
Houston,
Texas
|
$36.6M
|
+$9.01M
|
+72,963
|
+32%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35.8M
|
-$1.09M
|
-8,848
|
-3%
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$35.7M
|
+$35.6M
|
+288,476
|
+10,429%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$33.5M
|
-$8.3M
|
-67,230
|
-20%
|
|
|
22
|
Stadion Money Management
Watkinsville,
Georgia
|
$32.5M
|
+$5.84M
|
+47,306
|
+22%
|
|
|
23
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$32M
|
-$44M
|
-356,103
|
-58%
|
|
|
24
|
Personal Capital Advisors
Redwood City,
California
|
$30.6M
|
+$4.86M
|
+39,333
|
+19%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$28.9M
|
+$3.59M
|
+29,094
|
+14%
|
|
