|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.12B
|
-$396M
|
-3,190,747
|
-26%
|
|
|
2
|
Fidelity International
Hamilton,
Bermuda
|
$193M
|
+$51.7M
|
+417,117
|
+36%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$191M
|
+$28.1M
|
+226,910
|
+17%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$176M
|
+$15.4M
|
+124,441
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$174M
|
-$19.4M
|
-156,124
|
-10%
|
|
|
6
|
Smith Affiliated Capital
New York
|
$138M
|
–
|
–
|
–
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$137M
|
+$3.25M
|
+26,247
|
+2%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$103M
|
+$11.4M
|
+91,816
|
+12%
|
|
|
9
|
|
$102M
|
-$18.5M
|
-148,822
|
-15%
|
|
|
10
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$83.8M
|
+$21.2K
|
+171
|
+0%
|
|
|
11
|
VCU Investment Management
Richmond,
Virginia
|
$71.5M
|
+$72.4M
|
+583,531
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.7M
|
+$15.1M
|
+121,811
|
+27%
|
|
|
13
|
Cambridge Associates
Boston,
Massachusetts
|
$65.9M
|
+$8.89M
|
+71,669
|
+15%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$63.2M
|
-$1.6M
|
-12,935
|
-2%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$58.7M
|
+$9.2M
|
+74,200
|
+18%
|
|
|
16
|
Thomaspartners
Boston,
Massachusetts
|
$57.7M
|
+$43.4M
|
+350,252
|
+291%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56M
|
-$208M
|
-1,681,181
|
-79%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$51M
|
-$229M
|
-1,845,780
|
-82%
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$44.2M
|
-$18M
|
-145,068
|
-29%
|
|
|
20
|
Simply Money Advisors
Cincinnati,
Ohio
|
$43.6M
|
+$43.2M
|
+348,619
|
+4,772%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35.7M
|
+$7.52M
|
+60,616
|
+26%
|
|
|
22
|
Tanglewood Wealth Management
Houston,
Texas
|
$35.2M
|
+$15.9M
|
+128,604
|
+81%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$33.2M
|
+$1.32M
|
+10,608
|
+4%
|
|
|
24
|
Suntrust Banks
Atlanta,
Georgia
|
$31.5M
|
+$7.3M
|
+58,875
|
+30%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$30.3M
|
+$74.4K
|
+600
|
+0.2%
|
|
