|
1
|
Bank of America
Charlotte,
North Carolina
|
$872M
|
+$106M
|
+3,684,125
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$638M
|
+$26.7M
|
+926,686
|
+4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
+$19.6M
|
+679,079
|
+15%
|
|
|
4
|
|
$136M
|
+$127M
|
+4,392,426
|
+1,470%
|
|
|
5
|
|
$79M
|
+$7.14M
|
+247,590
|
+10%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$51.9M
|
-$8.72M
|
-302,607
|
-14%
|
|
|
7
|
|
$38.1M
|
+$469K
|
+16,285
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$33.3M
|
-$4.34M
|
-150,544
|
-12%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25.6M
|
-$3.32M
|
-115,165
|
-12%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$23.3M
|
+$1.09M
|
+37,784
|
+5%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$20.2M
|
+$14.9M
|
+518,195
|
+294%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$18.2M
|
-$4.34M
|
-150,574
|
-19%
|
|
|
13
|
Fairview Capital Investment Management
Greenbrae,
California
|
$16.8M
|
+$238K
|
+8,242
|
+1%
|
|
|
14
|
|
$15.2M
|
+$14.9M
|
+515,682
|
+6,205%
|
|
|
15
|
|
$12.5M
|
–
|
–
|
–
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$11.6M
|
+$265K
|
+9,207
|
+2%
|
|
|
17
|
Piershale Financial Group
Barrington,
Illinois
|
$10.9M
|
-$5.26M
|
-182,524
|
-33%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$9.04M
|
+$938K
|
+32,551
|
+12%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.86M
|
+$691K
|
+23,983
|
+9%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$8.46M
|
+$208K
|
+7,231
|
+3%
|
|
|
21
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.98M
|
-$259K
|
-9,000
|
-3%
|
|
|
22
|
Financial Enhancement Group
Anderson,
Indiana
|
$7.7M
|
+$477K
|
+16,544
|
+7%
|
|
|
23
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$7.49M
|
+$7.07M
|
+245,346
|
+1,977%
|
|
|
24
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$7.35M
|
+$1.43M
|
+49,593
|
+24%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.32M
|
-$1.18M
|
-41,043
|
-14%
|
|
