|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.2B
|
+$150M
|
+1,242,714
|
+7%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$402M
|
+$63.2M
|
+524,260
|
+19%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$226M
|
+$25.2M
|
+208,865
|
+13%
|
|
|
4
|
Edelman Financial Services
Fairfax,
Virginia
|
$225M
|
+$4.58M
|
+37,971
|
+2%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$204M
|
+$202M
|
+1,673,525
|
+11,826%
|
|
|
6
|
Fidelity International
Hamilton,
Bermuda
|
$156M
|
+$9.33M
|
+77,412
|
+6%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$150M
|
+$6.27M
|
+51,974
|
+4%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$142M
|
+$21.9M
|
+181,333
|
+18%
|
|
|
9
|
|
$141M
|
+$7.92M
|
+65,653
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$733K
|
+6,082
|
+0.7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$94.4M
|
-$23.9M
|
-198,421
|
-20%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$85M
|
+$37.5M
|
+311,003
|
+79%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$74.1M
|
-$23.9M
|
-198,142
|
-24%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$65.7M
|
+$1.02M
|
+8,434
|
+2%
|
|
|
15
|
Redwood Investment Management
Scottsdale,
Arizona
|
$55.7M
|
+$55.6M
|
+461,453
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.5M
|
-$786K
|
-6,521
|
-1%
|
|
|
17
|
VCU Investment Management
Richmond,
Virginia
|
$44.7M
|
-$7.8M
|
-64,663
|
-15%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$40.3M
|
+$14.4M
|
+119,352
|
+55%
|
|
|
19
|
Tanglewood Wealth Management
Houston,
Texas
|
$40.2M
|
+$2.72M
|
+22,530
|
+7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.6M
|
+$67.5K
|
+560
|
+0.2%
|
|
|
21
|
Stadion Money Management
Watkinsville,
Georgia
|
$39.2M
|
+$39.2M
|
+324,926
|
New
|
|
|
22
|
KLS Professional Advisors Group
New York
|
$33.2M
|
+$33.2M
|
+275,081
|
New
|
|
|
23
|
James Investment Research
Alpha,
Ohio
|
$31M
|
+$1.1M
|
+9,114
|
+4%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$30.7M
|
-$3.51M
|
-29,099
|
-10%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30.4M
|
-$431K
|
-3,574
|
-1%
|
|
