|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.08B
|
+$92.9M
|
+756,081
|
+5%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$343M
|
-$28.3M
|
-230,567
|
-8%
|
|
|
3
|
Edelman Financial Services
Fairfax,
Virginia
|
$223M
|
+$17.8M
|
+145,294
|
+9%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$203M
|
+$58.2M
|
+473,630
|
+40%
|
|
|
5
|
Fidelity International
Hamilton,
Bermuda
|
$148M
|
-$30.3M
|
-246,303
|
-17%
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$147M
|
–
|
–
|
–
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$146M
|
+$5.11M
|
+41,612
|
+4%
|
|
|
8
|
|
$135M
|
+$10M
|
+81,590
|
+8%
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$122M
|
+$16.9M
|
+137,758
|
+16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$120M
|
+$8.49M
|
+69,158
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$1.4M
|
+11,382
|
+1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$99.3M
|
+$24.5M
|
+199,447
|
+33%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$65.5M
|
+$4.05M
|
+32,982
|
+7%
|
|
|
14
|
VCU Investment Management
Richmond,
Virginia
|
$53.2M
|
-$12M
|
-97,926
|
-18%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.2M
|
+$17M
|
+138,138
|
+46%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$48M
|
-$6.29M
|
-51,251
|
-12%
|
|
|
17
|
Meeder Asset Management
Dublin,
Ohio
|
$47.3M
|
+$44.9M
|
+365,406
|
+1,684%
|
|
|
18
|
Simply Money Advisors
Cincinnati,
Ohio
|
$43.2M
|
-$18.7M
|
-151,854
|
-30%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.1M
|
+$3.09M
|
+25,178
|
+8%
|
|
|
20
|
Tanglewood Wealth Management
Houston,
Texas
|
$37.9M
|
-$2.68M
|
-21,815
|
-7%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$34.6M
|
-$206M
|
-1,676,033
|
-86%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.2M
|
+$165K
|
+1,346
|
+0.5%
|
|
|
23
|
James Investment Research
Alpha,
Ohio
|
$30.3M
|
+$2.65M
|
+21,577
|
+10%
|
|
|
24
|
Suntrust Banks
Atlanta,
Georgia
|
$29.7M
|
+$662K
|
+5,389
|
+2%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$26.3M
|
+$26.4M
|
+215,162
|
New
|
|
