|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$623M
|
+$14.5M
|
+374,515
|
+2%
|
|
|
2
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$114M
|
+$2.55M
|
+65,972
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.6M
|
+$4.38M
|
+113,116
|
+9%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$48.5M
|
+$3.04M
|
+78,640
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$30.7M
|
+$2.42M
|
+62,550
|
+8%
|
|
|
6
|
|
$28.7M
|
-$4M
|
-103,282
|
-12%
|
|
|
7
|
Makena Capital Management
Menlo Park,
California
|
$26.1M
|
-$5.72M
|
-147,949
|
-17%
|
|
|
8
|
|
$22.4M
|
+$6.62K
|
+171
|
+0%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$18M
|
+$1.06M
|
+27,295
|
+6%
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$14.6M
|
-$709K
|
-18,322
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
+$318K
|
+8,210
|
+2%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2M
|
-$2.2M
|
-56,835
|
-14%
|
|
|
13
|
Bank of New York Mellon
New York
|
$13.2M
|
-$891K
|
-23,036
|
-6%
|
|
|
14
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$12.5M
|
-$8.03M
|
-207,470
|
-38%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.95M
|
-$52.1K
|
-1,348
|
-0.5%
|
|
|
16
|
Mercer Investments
Boston,
Massachusetts
|
$9.45M
|
+$8.17M
|
+211,308
|
+431%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$9M
|
+$5.06M
|
+130,853
|
+112%
|
|
|
18
|
|
$8.25M
|
-$396K
|
-10,243
|
-4%
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$8.01M
|
-$298K
|
-7,701
|
-3%
|
|
|
20
|
Euclid Advisors
Hartford,
Connecticut
|
$7.35M
|
+$7.84M
|
+202,700
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$5.76M
|
-$1.83M
|
-47,404
|
-23%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.68M
|
+$434K
|
+11,219
|
+8%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$5M
|
-$179K
|
-4,617
|
-3%
|
|
|
24
|
|
$4.44M
|
+$4.74M
|
+122,406
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$4.42M
|
-$1.9M
|
-49,093
|
-28%
|
|
