|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.83B
|
+$136M
|
+5,614,544
|
+4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$601M
|
+$76M
|
+3,126,104
|
+15%
|
|
|
3
|
|
$427M
|
-$18M
|
-739,988
|
-4%
|
|
|
4
|
|
$424M
|
+$421M
|
+17,304,274
|
New
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$380M
|
+$7.52M
|
+309,236
|
+2%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$147M
|
+$6.21M
|
+255,338
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$135M
|
-$21.4M
|
-878,866
|
-14%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$128M
|
+$126M
|
+5,183,522
|
+15,997%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$119M
|
+$26.6M
|
+1,094,134
|
+29%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$84.2M
|
+$1.96M
|
+80,742
|
+2%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$75.9M
|
–
|
–
|
–
|
|
|
12
|
|
$65.8M
|
-$2.5M
|
-102,968
|
-4%
|
|
|
13
|
Renaissance Technologies
New York
|
$65.2M
|
+$14.8M
|
+606,854
|
+30%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.1M
|
-$2.29M
|
-94,320
|
-3%
|
|
|
15
|
MCF Advisors
Covington,
Kentucky
|
$61.4M
|
+$3.8M
|
+156,540
|
+7%
|
|
|
16
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$57M
|
-$27M
|
-1,111,632
|
-32%
|
|
|
17
|
SCS Capital Management
Boston,
Massachusetts
|
$52.1M
|
-$11.3M
|
-463,750
|
-18%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$50.8M
|
+$42.4M
|
+1,745,844
|
+72%
|
|
|
19
|
Morningstar Investment Management
Chicago,
Illinois
|
$50.7M
|
+$44.2M
|
+1,820,132
|
+77%
|
|
|
20
|
West Coast Financial
Santa Barbara,
California
|
$45.9M
|
+$7.36M
|
+302,774
|
+19%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$39M
|
+$452K
|
+18,578
|
+1%
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$36.5M
|
+$1.65M
|
+67,970
|
+5%
|
|
|
23
|
United Capital Management of KS
Salina,
Kansas
|
$36.4M
|
+$1.4M
|
+57,668
|
+4%
|
|
|
24
|
Fiduciary Financial Group
San Rafael,
California
|
$35.5M
|
+$3.38M
|
+139,086
|
+11%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$35.1M
|
-$130K
|
-5,342
|
-0.4%
|
|
