|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.35B
|
+$95.8M
|
+803,087
|
+4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$536M
|
-$90.2M
|
-755,760
|
-15%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$271M
|
-$411K
|
-3,442
|
-0.2%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$245M
|
+$17.5M
|
+146,473
|
+8%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$204M
|
+$201M
|
+1,683,323
|
New
|
|
|
6
|
Fidelity International
Hamilton,
Bermuda
|
$190M
|
-$4.06M
|
-34,061
|
-2%
|
|
|
7
|
|
$176M
|
+$18.6M
|
+156,126
|
+12%
|
|
|
8
|
Ritholtz Wealth Management
New York
|
$128M
|
+$125M
|
+1,050,936
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$127M
|
+$31.1M
|
+260,474
|
+33%
|
|
|
10
|
Keel Point
Huntsville,
Alabama
|
$126M
|
+$120M
|
+1,004,869
|
+3,452%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$124M
|
+$32.6M
|
+273,554
|
+36%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$111M
|
+$2.98M
|
+25,009
|
+3%
|
|
|
13
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$99.7M
|
+$98M
|
+821,442
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.3M
|
-$163M
|
-1,363,979
|
-63%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97.9M
|
+$70.1M
|
+587,663
|
+269%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$91.8M
|
+$4.31M
|
+36,156
|
+5%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$76M
|
+$22.2M
|
+185,864
|
+42%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$70.5M
|
+$3.16M
|
+26,479
|
+5%
|
|
|
19
|
L.J. Altfest & Co
New York
|
$70.2M
|
+$42.7M
|
+357,612
|
+162%
|
|
|
20
|
Redwood Investment Management
Scottsdale,
Arizona
|
$45.9M
|
+$45.1M
|
+378,000
|
New
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$45.3M
|
-$19.1M
|
-159,709
|
-30%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44.8M
|
+$11.9M
|
+99,382
|
+37%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$42.9M
|
+$21.9M
|
+183,864
|
+108%
|
|
|
24
|
Suntrust Banks
Atlanta,
Georgia
|
$41.3M
|
+$6.9M
|
+57,862
|
+20%
|
|
|
25
|
James Investment Research
Alpha,
Ohio
|
$40.3M
|
+$5.54M
|
+46,448
|
+16%
|
|
