|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.42B
|
+$186M
|
+1,491,982
|
+15%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$344M
|
+$180M
|
+1,437,484
|
+111%
|
|
|
3
|
Windhaven Investment Management
Boston,
Massachusetts
|
$291M
|
+$289M
|
+2,310,598
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$191M
|
+$9.94M
|
+79,535
|
+6%
|
|
|
5
|
|
$158M
|
+$24.3M
|
+194,217
|
+18%
|
|
|
6
|
Edelman Financial Services
Fairfax,
Virginia
|
$152M
|
-$248K
|
-1,982
|
-0.2%
|
|
|
7
|
Smith Affiliated Capital
New York
|
$142M
|
–
|
–
|
–
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$134M
|
-$3.47M
|
-27,779
|
-3%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$107M
|
-$28.1M
|
-224,578
|
-21%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$95.6M
|
+$44.7M
|
+358,175
|
+89%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.1M
|
-$14.8M
|
-118,616
|
-15%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$82M
|
+$5.5M
|
+44,047
|
+7%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$69.1M
|
-$3.95M
|
-31,636
|
-5%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$60.1M
|
+$54.5M
|
+436,133
|
+1,072%
|
|
|
15
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$49.2M
|
-$5.58M
|
-44,625
|
-10%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44.9M
|
+$15.7M
|
+125,946
|
+55%
|
|
|
17
|
Sage Advisory Services
Austin,
Texas
|
$43.1M
|
+$42.8M
|
+342,538
|
New
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$41.7M
|
+$5M
|
+40,026
|
+14%
|
|
|
19
|
Tanglewood Wealth Management
Houston,
Texas
|
$38.3M
|
+$712K
|
+5,701
|
+2%
|
|
|
20
|
SG Americas Securities
New York
|
$37.2M
|
+$13.9M
|
+111,237
|
+60%
|
|
|
21
|
Personal Capital Advisors
Redwood City,
California
|
$36.7M
|
+$5.17M
|
+41,414
|
+17%
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$36.6M
|
-$1.38M
|
-11,032
|
-4%
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
$34.9M
|
+$23.1M
|
+184,982
|
+201%
|
|
|
24
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$33.5M
|
+$631K
|
+5,053
|
+2%
|
|
|
25
|
Stadion Money Management
Watkinsville,
Georgia
|
$33.1M
|
-$277K
|
-2,216
|
-0.8%
|
|
