|
1
|
Bank of America
Charlotte,
North Carolina
|
$857M
|
-$270M
|
-2,182,368
|
-24%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$556M
|
+$378M
|
+3,053,839
|
+211%
|
|
|
3
|
Freedom Investment Management
Hartford,
Connecticut
|
$263M
|
+$221M
|
+1,782,934
|
+514%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$199M
|
+$7.83M
|
+63,246
|
+4%
|
|
|
5
|
Fidelity International
Hamilton,
Bermuda
|
$183M
|
-$5.87M
|
-47,429
|
-3%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$143M
|
+$22.8M
|
+184,276
|
+19%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$141M
|
+$389K
|
+3,146
|
+0.3%
|
|
|
8
|
Thomaspartners
Boston,
Massachusetts
|
$140M
|
+$33.4M
|
+270,220
|
+31%
|
|
|
9
|
Smith Affiliated Capital
New York
|
$139M
|
–
|
–
|
–
|
|
|
10
|
|
$117M
|
+$7.22M
|
+58,343
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$110M
|
-$69.2M
|
-559,336
|
-39%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$105M
|
+$6.68M
|
+54,013
|
+7%
|
|
|
13
|
Cambridge Associates
Boston,
Massachusetts
|
$97.4M
|
-$2.06M
|
-16,666
|
-2%
|
|
|
14
|
Personal Capital Advisors
Redwood City,
California
|
$93.2M
|
+$15.1M
|
+121,871
|
+19%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$93M
|
+$37.2M
|
+300,883
|
+67%
|
|
|
16
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86M
|
+$525K
|
+4,241
|
+0.6%
|
|
|
17
|
VCU Investment Management
Richmond,
Virginia
|
$81.1M
|
+$12.7M
|
+102,420
|
+19%
|
|
|
18
|
IndexIQ Advisors
New York
|
$69.2M
|
+$66.1M
|
+534,360
|
+2,109%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$62.7M
|
-$287K
|
-2,318
|
-0.5%
|
|
|
20
|
Simply Money Advisors
Cincinnati,
Ohio
|
$62M
|
-$145K
|
-1,175
|
-0.2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.1M
|
-$1.5M
|
-12,150
|
-3%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$43.1M
|
+$3.73M
|
+30,130
|
+9%
|
|
|
23
|
Caprin Asset Management
Henrico,
Virginia
|
$42.2M
|
+$218M
|
+1,762,317
|
+291,292%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$41.5M
|
+$3.23M
|
+26,059
|
+8%
|
|
|
25
|
Tanglewood Wealth Management
Houston,
Texas
|
$41.3M
|
+$6.46M
|
+52,185
|
+18%
|
|
