|
1
|
Personal Capital Advisors
Redwood City,
California
|
$118M
|
+$9.79M
|
+213,382
|
+9%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$99M
|
-$5.29M
|
-115,368
|
-5%
|
|
|
3
|
|
$88.2M
|
-$2.98M
|
-64,873
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$43.9M
|
-$172M
|
-3,743,222
|
-79%
|
|
|
5
|
|
$43.7M
|
+$2.13M
|
+46,473
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
+$24.2M
|
+528,105
|
+118%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.5M
|
+$982K
|
+21,420
|
+2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$37.6M
|
+$11.1M
|
+241,674
|
+40%
|
|
|
9
|
|
$29.9M
|
+$30.8M
|
+671,355
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$27.9M
|
+$28.7M
|
+625,496
|
New
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$25.2M
|
+$3.49M
|
+76,162
|
+16%
|
|
|
12
|
Westwood Holdings Group
Dallas,
Texas
|
$22.9M
|
+$22.3M
|
+486,076
|
+1,743%
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$22.2M
|
+$923K
|
+20,130
|
+4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
-$4.47M
|
-97,530
|
-17%
|
|
|
15
|
Donoghue Forlines
Boston,
Massachusetts
|
$20.2M
|
+$20.8M
|
+452,473
|
New
|
|
|
16
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$18.8M
|
+$13.2M
|
+288,300
|
+216%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$17.8M
|
+$18.3M
|
+398,529
|
New
|
|
|
18
|
|
$17.6M
|
–
|
–
|
–
|
|
|
19
|
Bank of New York Mellon
New York
|
$16.6M
|
+$3.94M
|
+85,945
|
+30%
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$16.2M
|
+$1.38M
|
+30,085
|
+15%
|
|
|
21
|
Cardan Capital Partners
Denver,
Colorado
|
$15.3M
|
+$1.04M
|
+22,727
|
+7%
|
|
|
22
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$13.6M
|
-$5.14M
|
-112,097
|
-27%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
$13.5M
|
+$13.3M
|
+290,769
|
New
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$13.4M
|
-$7.98M
|
-174,050
|
-37%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$696K
|
+15,166
|
+5%
|
|
