|
1
|
Wells Fargo
San Francisco,
California
|
$367M
|
-$47M
|
-819,034
|
-12%
|
|
|
2
|
|
$201M
|
-$10.5M
|
-183,224
|
-5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$123M
|
+$5.7M
|
+99,404
|
+5%
|
|
|
4
|
Portfolio Solutions
Royal Oak,
Michigan
|
$118M
|
-$1.34M
|
-23,268
|
-1%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$111M
|
-$565K
|
-9,850
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$91.9M
|
+$459K
|
+8,004
|
+0.5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$55.4M
|
+$594K
|
+10,360
|
+1%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$50.1M
|
+$1.58M
|
+27,492
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$43.8M
|
-$19.9M
|
-346,598
|
-31%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.1M
|
+$4.17M
|
+72,618
|
+13%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$37.9M
|
+$3.47M
|
+60,460
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.6M
|
+$4.4M
|
+76,736
|
+14%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$22.2M
|
-$1.57M
|
-27,390
|
-7%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
$20.5M
|
+$20.1M
|
+351,080
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20M
|
+$3.15M
|
+54,864
|
+19%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$18.5M
|
+$1.35M
|
+23,548
|
+8%
|
|
|
17
|
Probity Advisors
Dallas,
Texas
|
$18.4M
|
+$18.1M
|
+315,286
|
New
|
|
|
18
|
FundX Investment Group
San Francisco,
California
|
$17.1M
|
+$16.8M
|
+293,228
|
New
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.8M
|
-$193K
|
-3,366
|
-1%
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$16.3M
|
-$323K
|
-5,630
|
-2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
+$494K
|
+8,610
|
+3%
|
|
|
22
|
Noven Financial Group
Denver,
Colorado
|
$15M
|
+$394K
|
+6,866
|
+3%
|
|
|
23
|
Bailard
Foster City,
California
|
$14.1M
|
+$715K
|
+12,454
|
+5%
|
|
|
24
|
|
$13.2M
|
-$154K
|
-2,686
|
-1%
|
|
|
25
|
Simply Money Advisors
Cincinnati,
Ohio
|
$13.1M
|
-$2.53M
|
-44,074
|
-16%
|
|
