|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.12B
|
-$7.66M
|
-62,467
|
-0.7%
|
|
|
2
|
Edelman Financial Services
Fairfax,
Virginia
|
$190M
|
+$12.9M
|
+104,834
|
+7%
|
|
|
3
|
Fidelity International
Hamilton,
Bermuda
|
$188M
|
-$5.56M
|
-45,300
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$178M
|
-$14.1M
|
-114,973
|
-7%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$178M
|
+$151M
|
+1,230,034
|
+568%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$140M
|
+$2.15M
|
+17,500
|
+2%
|
|
|
7
|
Smith Affiliated Capital
New York
|
$138M
|
–
|
–
|
–
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$120M
|
+$16M
|
+130,578
|
+16%
|
|
|
9
|
|
$110M
|
+$7.49M
|
+61,059
|
+7%
|
|
|
10
|
Thomaspartners
Boston,
Massachusetts
|
$106M
|
+$47.9M
|
+390,426
|
+83%
|
|
|
11
|
Cambridge Associates
Boston,
Massachusetts
|
$99M
|
+$32.7M
|
+266,776
|
+50%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$97.7M
|
-$76.8M
|
-625,925
|
-44%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$85.2M
|
+$938K
|
+7,645
|
+1%
|
|
|
14
|
Personal Capital Advisors
Redwood City,
California
|
$77.8M
|
+$18.8M
|
+153,237
|
+32%
|
|
|
15
|
VCU Investment Management
Richmond,
Virginia
|
$68.1M
|
-$3.67M
|
-29,931
|
-5%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$62.7M
|
-$767K
|
-6,252
|
-1%
|
|
|
17
|
Simply Money Advisors
Cincinnati,
Ohio
|
$61.8M
|
+$18M
|
+146,663
|
+41%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.6M
|
-$14.4M
|
-117,188
|
-21%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.4M
|
-$9.9M
|
-80,669
|
-18%
|
|
|
20
|
James Investment Research
Alpha,
Ohio
|
$43.8M
|
-$626K
|
-5,101
|
-1%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$42.7M
|
-$8.48M
|
-69,106
|
-17%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$39.2M
|
+$5.84M
|
+47,617
|
+18%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$38.1M
|
+$35.3M
|
+287,753
|
+1,318%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36M
|
+$115K
|
+935
|
+0.3%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$35.6M
|
+$4.02M
|
+32,778
|
+13%
|
|
