|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.01B
|
+$1.15B
|
+9,312,787
|
+134%
|
|
|
2
|
Alleghany Corporation
New York
|
$480M
|
+$482M
|
+3,890,000
|
New
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$375M
|
-$181M
|
-1,462,426
|
-32%
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$242M
|
-$21.2M
|
-170,750
|
-8%
|
|
|
5
|
Edelman Financial Services
Fairfax,
Virginia
|
$207M
|
+$8.79M
|
+70,859
|
+4%
|
|
|
6
|
Fidelity International
Hamilton,
Bermuda
|
$180M
|
-$2.57M
|
-20,768
|
-1%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$148M
|
+$51.3M
|
+413,988
|
+53%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$147M
|
+$3.95M
|
+31,827
|
+3%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$142M
|
+$1.64M
|
+13,255
|
+1%
|
|
|
10
|
Smith Affiliated Capital
New York
|
$139M
|
–
|
–
|
–
|
|
|
11
|
|
$127M
|
+$9.44M
|
+76,155
|
+8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$113M
|
+$2.98M
|
+24,006
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$3.18M
|
+25,658
|
+3%
|
|
|
14
|
Personal Capital Advisors
Redwood City,
California
|
$106M
|
+$12.9M
|
+104,051
|
+14%
|
|
|
15
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86.7M
|
+$712K
|
+5,741
|
+0.8%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$75.7M
|
+$34.4M
|
+277,476
|
+83%
|
|
|
17
|
VCU Investment Management
Richmond,
Virginia
|
$65.9M
|
-$15.2M
|
-122,523
|
-19%
|
|
|
18
|
Simply Money Advisors
Cincinnati,
Ohio
|
$62.4M
|
+$512K
|
+4,128
|
+0.8%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$62.2M
|
-$476K
|
-3,839
|
-0.8%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$54.8M
|
+$11.9M
|
+95,820
|
+27%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$41M
|
-$255K
|
-2,056
|
-0.6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.4M
|
-$7.65M
|
-61,726
|
-17%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
-$56.4M
|
-455,259
|
-60%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.4M
|
-$1.79M
|
-14,437
|
-5%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$29.3M
|
-$1.11M
|
-8,913
|
-4%
|
|
