|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$870M
|
-$782M
|
-8,048,675
|
-47%
|
|
|
2
|
|
$260M
|
+$52.7M
|
+542,735
|
+25%
|
|
|
3
|
|
$196M
|
-$9.29M
|
-95,593
|
-5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$191M
|
-$109M
|
-1,126,082
|
-36%
|
|
|
5
|
|
$176M
|
-$19.8M
|
-203,333
|
-10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
-$59.4M
|
-611,890
|
-26%
|
|
|
7
|
Tiedemann Advisors
New York
|
$147M
|
-$80.7M
|
-831,050
|
-35%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$128M
|
-$746K
|
-7,682
|
-0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$114M
|
+$9.28M
|
+95,493
|
+9%
|
|
|
10
|
Ritholtz Wealth Management
New York
|
$110M
|
+$7.74M
|
+79,638
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$86.5M
|
-$44.5M
|
-458,116
|
-34%
|
|
|
12
|
|
$75.2M
|
+$33M
|
+340,143
|
+78%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$68.2M
|
-$1.1M
|
-11,274
|
-2%
|
|
|
14
|
Keating Investment Counselors
Delray Beach,
Florida
|
$66.9M
|
+$2.44M
|
+25,130
|
+4%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$65.2M
|
+$5.27M
|
+54,210
|
+9%
|
|
|
16
|
3EDGE Asset Management
Naples,
Florida
|
$64.9M
|
-$61.5M
|
-633,208
|
-48%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$63.2M
|
+$1.45M
|
+14,897
|
+2%
|
|
|
18
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$59.4M
|
-$32M
|
-329,035
|
-35%
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$59.1M
|
-$6.81M
|
-70,045
|
-10%
|
|
|
20
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$58.9M
|
-$5.43M
|
-55,842
|
-8%
|
|
|
21
|
|
$51.1M
|
-$10.8M
|
-111,340
|
-17%
|
|
|
22
|
First Command Advisory Services
Fort Worth,
Texas
|
$49.4M
|
+$49.5M
|
+509,823
|
New
|
|
|
23
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$49.1M
|
+$3.06M
|
+31,484
|
+7%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$47.9M
|
-$7.41M
|
-76,253
|
-13%
|
|
|
25
|
M. Kulyk & Associates
Decatur,
Georgia
|
$44.5M
|
+$3.91M
|
+40,278
|
+10%
|
|
