|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.57B
|
+$126M
|
+995,194
|
+9%
|
|
|
2
|
Freedom Investment Management
Hartford,
Connecticut
|
$286M
|
+$3.59M
|
+28,388
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$271M
|
+$188M
|
+1,486,971
|
+228%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$199M
|
-$11.6M
|
-91,476
|
-5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$169M
|
-$32.3M
|
-254,691
|
-16%
|
|
|
6
|
Edelman Financial Services
Fairfax,
Virginia
|
$166M
|
+$6.43M
|
+50,792
|
+4%
|
|
|
7
|
Fidelity International
Hamilton,
Bermuda
|
$146M
|
+$146M
|
+1,156,386
|
New
|
|
|
8
|
Smith Affiliated Capital
New York
|
$142M
|
–
|
–
|
–
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$138M
|
+$1.87M
|
+14,766
|
+1%
|
|
|
10
|
|
$124M
|
-$31.1M
|
-245,505
|
-20%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$95M
|
+$4.11M
|
+32,450
|
+5%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86.6M
|
+$601K
|
+4,743
|
+0.7%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$66.9M
|
-$1.44M
|
-11,337
|
-2%
|
|
|
14
|
James Investment Research
Alpha,
Ohio
|
$64.1M
|
-$11.6M
|
-91,819
|
-15%
|
|
|
15
|
Cambridge Associates
Boston,
Massachusetts
|
$59M
|
+$28.9M
|
+227,987
|
+96%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.6M
|
-$16.1M
|
-127,004
|
-22%
|
|
|
17
|
Personal Capital Advisors
Redwood City,
California
|
$51.4M
|
+$7.08M
|
+55,886
|
+16%
|
|
|
18
|
Madison Investment Holdings
Madison,
Wisconsin
|
$48.4M
|
-$13M
|
-102,442
|
-21%
|
|
|
19
|
Cedar Capital
Barrington,
Illinois
|
$41.4M
|
+$37.1M
|
+293,082
|
+853%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$36M
|
-$335K
|
-2,649
|
-0.9%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$32.9M
|
+$1.2M
|
+9,444
|
+4%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$31.2M
|
-$2.05M
|
-16,200
|
-6%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.2M
|
-$12.2M
|
-96,121
|
-29%
|
|
|
24
|
|
$25.4M
|
–
|
–
|
–
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$25.1M
|
-$4.92M
|
-38,880
|
-16%
|
|
