|
1
|
|
$310M
|
-$10.7M
|
-108,013
|
-3%
|
|
|
2
|
|
$176M
|
-$27.1M
|
-274,533
|
-13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$167M
|
-$17.6M
|
-178,242
|
-10%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$159M
|
+$36.8M
|
+372,563
|
+30%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$137M
|
+$11.6M
|
+116,986
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$134M
|
+$15.3M
|
+154,588
|
+13%
|
|
|
7
|
|
$132M
|
-$9.57M
|
-96,794
|
-7%
|
|
|
8
|
Modern Wealth Management
Lenexa,
Kansas
|
$108M
|
+$3.18M
|
+32,204
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$103M
|
-$2.35M
|
-23,819
|
-2%
|
|
|
10
|
|
$84.1M
|
-$23.8M
|
-240,866
|
-22%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$77.5M
|
-$76.4M
|
-773,482
|
-50%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$75.6M
|
+$6.61M
|
+66,903
|
+10%
|
|
|
13
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$71.2M
|
+$11.6M
|
+117,423
|
+20%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$70.3M
|
+$1.1M
|
+11,128
|
+2%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$67.2M
|
+$4.6M
|
+46,510
|
+7%
|
|
|
16
|
Wealthcare Capital Management
Richmond,
Virginia
|
$66.2M
|
+$59.4M
|
+600,881
|
+925%
|
|
|
17
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$60M
|
+$564K
|
+5,707
|
+1%
|
|
|
18
|
3EDGE Asset Management
Naples,
Florida
|
$57.9M
|
-$3.57M
|
-36,157
|
-6%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$56.3M
|
-$280M
|
-2,834,476
|
-83%
|
|
|
20
|
Keating Investment Counselors
Delray Beach,
Florida
|
$55.8M
|
+$13.8K
|
+140
|
+0%
|
|
|
21
|
|
$52.6M
|
+$6.59M
|
+66,707
|
+14%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$51M
|
-$2.99M
|
-30,268
|
-6%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$50.8M
|
-$9.48M
|
-95,936
|
-16%
|
|
|
24
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$50.2M
|
-$19.7M
|
-199,821
|
-28%
|
|
|
25
|
M. Kulyk & Associates
Decatur,
Georgia
|
$48M
|
+$2.19M
|
+22,166
|
+5%
|
|
