|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.45B
|
+$8.34M
|
+66,282
|
+0.6%
|
|
|
2
|
Freedom Investment Management
Hartford,
Connecticut
|
$284M
|
+$239M
|
+1,902,374
|
+574%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$212M
|
+$19.4M
|
+154,306
|
+10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$202M
|
-$144M
|
-1,142,221
|
-42%
|
|
|
5
|
Edelman Financial Services
Fairfax,
Virginia
|
$161M
|
+$7.28M
|
+57,815
|
+5%
|
|
|
6
|
|
$156M
|
-$3.46M
|
-27,497
|
-2%
|
|
|
7
|
Smith Affiliated Capital
New York
|
$143M
|
–
|
–
|
–
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$137M
|
+$2.04M
|
+16,195
|
+2%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$91.4M
|
+$8.43M
|
+66,921
|
+10%
|
|
|
10
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86.5M
|
+$52M
|
+413,369
|
+155%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83M
|
-$13.5M
|
-107,294
|
-14%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$76.2M
|
+$42.4M
|
+336,917
|
+129%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.1M
|
-$9.77M
|
-77,636
|
-12%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$68.8M
|
-$1.08M
|
-8,553
|
-2%
|
|
|
15
|
Madison Investment Holdings
Madison,
Wisconsin
|
$61.7M
|
-$45.9M
|
-364,533
|
-43%
|
|
|
16
|
Meeder Asset Management
Dublin,
Ohio
|
$53.6M
|
+$41M
|
+325,285
|
+341%
|
|
|
17
|
Personal Capital Advisors
Redwood City,
California
|
$44.5M
|
+$7.34M
|
+58,327
|
+20%
|
|
|
18
|
WBI Investments
Red Bank,
New Jersey
|
$41.8M
|
+$33.6M
|
+266,812
|
+436%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41.7M
|
-$3.64M
|
-28,943
|
-8%
|
|
|
20
|
Tanglewood Wealth Management
Houston,
Texas
|
$38.7M
|
-$28.1K
|
-223
|
-0.1%
|
|
|
21
|
Colony Group
Boston,
Massachusetts
|
$36.6M
|
-$389K
|
-3,090
|
-1%
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$35.6M
|
-$7.93M
|
-62,969
|
-18%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$33.5M
|
+$1.04M
|
+8,249
|
+3%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$31.9M
|
+$985K
|
+7,820
|
+3%
|
|
|
25
|
Cambridge Associates
Boston,
Massachusetts
|
$30.3M
|
+$30M
|
+238,076
|
New
|
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