|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.21B
|
-$82.9M
|
-693,367
|
-4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$615M
|
+$256M
|
+2,139,671
|
+71%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$267M
|
+$21.4M
|
+178,642
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$259M
|
+$220M
|
+1,837,763
|
+547%
|
|
|
5
|
Edelman Financial Services
Fairfax,
Virginia
|
$240M
|
+$8.55M
|
+71,470
|
+4%
|
|
|
6
|
Personal Capital Advisors
Redwood City,
California
|
$223M
|
+$67.6M
|
+565,358
|
+43%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$213M
|
-$8.69M
|
-72,694
|
-4%
|
|
|
8
|
Fidelity International
Hamilton,
Bermuda
|
$191M
|
-$1.86M
|
-15,551
|
-1%
|
|
|
9
|
|
$154M
|
+$23.7M
|
+198,122
|
+18%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$106M
|
+$18.8M
|
+157,276
|
+21%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$93.4M
|
-$2.18M
|
-18,266
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$89.4M
|
+$1.43M
|
+11,932
|
+2%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$85.7M
|
+$548K
|
+4,584
|
+0.6%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$66M
|
+$1.81M
|
+15,097
|
+3%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$63.5M
|
-$43.8M
|
-365,811
|
-41%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$57.9M
|
-$144M
|
-1,202,388
|
-71%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$52.4M
|
+$44.7M
|
+373,433
|
+558%
|
|
|
18
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$45.1M
|
+$45.3M
|
+378,618
|
New
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$43.3M
|
+$1.06M
|
+8,866
|
+2%
|
|
|
20
|
James Investment Research
Alpha,
Ohio
|
$34M
|
+$10.4M
|
+86,624
|
+44%
|
|
|
21
|
Relative Value Partners Group
|
$33.8M
|
+$24.5M
|
+205,262
|
+262%
|
|
|
22
|
Suntrust Banks
Atlanta,
Georgia
|
$33.7M
|
+$4.21M
|
+35,214
|
+14%
|
|
|
23
|
|
$32.7M
|
+$32.1M
|
+268,551
|
+4,702%
|
|
|
24
|
KLS Professional Advisors Group
New York
|
$32.6M
|
+$373K
|
+3,115
|
+1%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$32.1M
|
+$8.57M
|
+71,626
|
+36%
|
|
