|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$631M
|
+$23.2M
|
+615,075
|
+4%
|
|
|
2
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$115M
|
+$4.04M
|
+106,993
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.1M
|
+$14.1M
|
+373,964
|
+41%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$47.7M
|
+$11.2M
|
+298,039
|
+31%
|
|
|
5
|
|
$33.6M
|
-$662K
|
-17,562
|
-2%
|
|
|
6
|
Makena Capital Management
Menlo Park,
California
|
$32.5M
|
-$23.3M
|
-618,754
|
-42%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$29.4M
|
-$91.9M
|
-2,435,123
|
-76%
|
|
|
8
|
|
$23.2M
|
+$12.6M
|
+335,087
|
+118%
|
|
|
9
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$20.7M
|
-$31.3M
|
-828,869
|
-60%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$17.6M
|
+$284K
|
+7,527
|
+2%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$15.8M
|
+$227K
|
+6,023
|
+1%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.8M
|
-$3.08M
|
-81,701
|
-16%
|
|
|
13
|
Bank of New York Mellon
New York
|
$14.5M
|
+$468K
|
+12,412
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
-$288K
|
-7,630
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
-$10.2M
|
-270,372
|
-50%
|
|
|
16
|
|
$8.93M
|
-$542K
|
-14,381
|
-6%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$8.58M
|
+$779K
|
+20,652
|
+10%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.74M
|
-$1.41M
|
-37,331
|
-15%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$6.55M
|
-$1.56M
|
-41,364
|
-19%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.45M
|
+$551K
|
+14,620
|
+11%
|
|
|
21
|
Suntrust Banks
Atlanta,
Georgia
|
$5.35M
|
-$666K
|
-17,665
|
-11%
|
|
|
22
|
FDx Advisors
Chicago,
Illinois
|
$4.49M
|
+$92.3K
|
+2,447
|
+2%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$4.4M
|
-$5.35M
|
-141,849
|
-55%
|
|
|
24
|
Lattice Strategies
Wayne,
Pennsylvania
|
$4.26M
|
+$2.06M
|
+54,690
|
+93%
|
|
|
25
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$4.25M
|
+$4.27M
|
+113,088
|
New
|
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