|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$285M
|
+$79.4M
|
+992,149
|
+40%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$103M
|
+$8.78M
|
+109,640
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$84M
|
+$7.65M
|
+95,582
|
+10%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$61.6M
|
+$45.6M
|
+569,735
|
+325%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$58.9M
|
+$4.5M
|
+56,257
|
+9%
|
|
|
6
|
|
$56.4M
|
-$12.3M
|
-153,616
|
-18%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$54M
|
+$23.3M
|
+291,358
|
+81%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$53M
|
-$6.8K
|
-85
|
-0%
|
|
|
9
|
|
$51.8M
|
+$1.88M
|
+23,546
|
+4%
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$44.6M
|
+$2.66M
|
+33,211
|
+7%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$38.7M
|
+$4.53M
|
+56,644
|
+14%
|
|
|
12
|
Allianz Asset Management
Munich,
Germany
|
$34.7M
|
–
|
–
|
–
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.6M
|
+$12.8M
|
+160,199
|
+65%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$31M
|
+$2.1M
|
+26,215
|
+8%
|
|
|
15
|
Armbruster Capital Management
Pittsford,
New York
|
$30.9M
|
+$1.09M
|
+13,676
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.2M
|
-$14.5M
|
-181,770
|
-34%
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$28.6M
|
+$2.77M
|
+34,554
|
+11%
|
|
|
18
|
3D Asset Management
Hartford,
Connecticut
|
$28.5M
|
+$4.09M
|
+51,103
|
+17%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$27.5M
|
+$8.5M
|
+106,258
|
+47%
|
|
|
20
|
|
$25.3M
|
+$24.5M
|
+305,826
|
New
|
|
|
21
|
Well Done LLC
Holland,
Michigan
|
$22.7M
|
-$3.07M
|
-38,398
|
-12%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$20.8M
|
+$1.16M
|
+14,537
|
+6%
|
|
|
23
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$19M
|
+$491K
|
+6,140
|
+3%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.3M
|
-$741K
|
-9,259
|
-4%
|
|
|
25
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$13.8M
|
+$100K
|
+1,255
|
+0.8%
|
|
