|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$335M
|
-$543M
|
-5,574,488
|
-62%
|
|
|
2
|
|
$318M
|
+$52.9M
|
+543,212
|
+20%
|
|
|
3
|
|
$201M
|
+$1.95M
|
+20,027
|
+1%
|
|
|
4
|
|
$195M
|
+$216M
|
+2,212,689
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
+$15M
|
+153,868
|
+9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$153M
|
-$41.2M
|
-422,390
|
-21%
|
|
|
7
|
|
$140M
|
-$38.5M
|
-395,566
|
-22%
|
|
|
8
|
Ritholtz Wealth Management
New York
|
$124M
|
+$12.2M
|
+124,715
|
+11%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$121M
|
+$119M
|
+1,220,893
|
+16,642%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$118M
|
-$12.1M
|
-124,422
|
-9%
|
|
|
11
|
|
$107M
|
+$106M
|
+1,086,310
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
-$11.4M
|
-117,145
|
-10%
|
|
|
13
|
Modern Wealth Management
Lenexa,
Kansas
|
$104M
|
+$103M
|
+1,057,217
|
New
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$69.5M
|
+$8.94M
|
+91,796
|
+15%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$68.6M
|
-$819K
|
-8,401
|
-1%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$68.4M
|
+$2.04M
|
+20,963
|
+3%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$62M
|
-$2.26M
|
-23,183
|
-4%
|
|
|
18
|
3EDGE Asset Management
Naples,
Florida
|
$61M
|
-$5.29M
|
-54,265
|
-8%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$59.8M
|
-$27.9M
|
-285,917
|
-32%
|
|
|
20
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$59M
|
+$9M
|
+92,377
|
+18%
|
|
|
21
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$58.9M
|
-$978K
|
-10,038
|
-2%
|
|
|
22
|
Keating Investment Counselors
Delray Beach,
Florida
|
$55.3M
|
-$12.5M
|
-128,712
|
-19%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$53.6M
|
-$6.42M
|
-65,842
|
-11%
|
|
|
24
|
First Command Advisory Services
Fort Worth,
Texas
|
$50.4M
|
+$169K
|
+1,731
|
+0.3%
|
|
|
25
|
|
$45.7M
|
-$30.4M
|
-311,700
|
-40%
|
|
