|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$591M
|
+$102M
|
+3,174,438
|
+18%
|
|
|
2
|
|
$100M
|
+$85.4M
|
+2,653,487
|
+335%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.9M
|
+$19.3M
|
+599,923
|
+43%
|
|
|
4
|
Makena Capital Management
Menlo Park,
California
|
$39.6M
|
+$20.7M
|
+644,078
|
+90%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$38.9M
|
+$15.9M
|
+492,490
|
+58%
|
|
|
6
|
|
$17.7M
|
-$308K
|
-9,559
|
-2%
|
|
|
7
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$13.4M
|
-$1.09M
|
-33,981
|
-7%
|
|
|
8
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$12.9M
|
+$1.26M
|
+39,174
|
+10%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.2M
|
+$16.9M
|
+523,695
|
+39%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$108K
|
+3,343
|
+0.9%
|
|
|
11
|
Bank of New York Mellon
New York
|
$10.5M
|
-$31.8K
|
-987
|
-0.3%
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$9.19M
|
+$8.01M
|
+248,790
|
+367%
|
|
|
13
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$8.13M
|
-$2.06M
|
-64,085
|
-19%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.77M
|
-$218K
|
-6,758
|
-2%
|
|
|
15
|
Mercer Investments
Boston,
Massachusetts
|
$7.6M
|
+$44.4K
|
+1,378
|
+0.5%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.43M
|
-$3.45M
|
-107,231
|
-30%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$7.12M
|
+$790K
|
+24,546
|
+11%
|
|
|
18
|
|
$6.38M
|
-$254K
|
-7,906
|
-3%
|
|
|
19
|
Euclid Advisors
Hartford,
Connecticut
|
$6.34M
|
+$509K
|
+15,800
|
+8%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$6.33M
|
+$5.51M
|
+171,049
|
+365%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.29M
|
+$5.86M
|
+182,136
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.35M
|
-$218K
|
-6,766
|
-4%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$4.09M
|
+$3.38M
|
+105,045
|
+292%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$3.75M
|
-$3.82M
|
-118,734
|
-48%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$3.68M
|
-$1.03M
|
-32,065
|
-20%
|
|
