|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.66B
|
+$81.9M
|
+832,312
|
+5%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$411M
|
-$4.59M
|
-46,637
|
-1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$306M
|
-$60.8M
|
-617,806
|
-17%
|
|
|
4
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$267M
|
+$8.84M
|
+89,813
|
+3%
|
|
|
5
|
Tiedemann Advisors
New York
|
$230M
|
+$23.6M
|
+240,051
|
+11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$226M
|
-$42.6M
|
-433,155
|
-16%
|
|
|
7
|
|
$208M
|
+$55.1M
|
+559,831
|
+36%
|
|
|
8
|
|
$207M
|
-$9.25M
|
-93,996
|
-4%
|
|
|
9
|
|
$197M
|
-$29M
|
-294,446
|
-13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$132M
|
-$20M
|
-203,129
|
-13%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$129M
|
-$8.14M
|
-82,734
|
-6%
|
|
|
12
|
3EDGE Asset Management
Naples,
Florida
|
$127M
|
+$344K
|
+3,501
|
+0.3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
+$5.73M
|
+58,251
|
+6%
|
|
|
14
|
Ritholtz Wealth Management
New York
|
$103M
|
+$5.89M
|
+59,860
|
+6%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$91.9M
|
+$29.2M
|
+296,726
|
+46%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$69.8M
|
+$70.3M
|
+715,091
|
New
|
|
|
17
|
Central Trust Company
Jefferson City,
Missouri
|
$66.3M
|
-$13.8M
|
-140,720
|
-17%
|
|
|
18
|
Keating Investment Counselors
Delray Beach,
Florida
|
$64.9M
|
+$21.4M
|
+217,825
|
+49%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$64.8M
|
-$3.11M
|
-31,599
|
-5%
|
|
|
20
|
|
$62.3M
|
-$68.9M
|
-700,767
|
-52%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$62.2M
|
+$710K
|
+7,213
|
+1%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$60.3M
|
+$13.3M
|
+135,301
|
+28%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$55.6M
|
+$9.47M
|
+96,222
|
+20%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$55.5M
|
+$1.38M
|
+14,025
|
+3%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$55.3M
|
-$11.9M
|
-120,741
|
-18%
|
|
