|
1
|
|
$336M
|
+$25.8M
|
+259,876
|
+8%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$309M
|
+$252M
|
+2,541,106
|
+449%
|
|
|
3
|
|
$180M
|
+$3.7M
|
+37,318
|
+2%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$170M
|
+$10.8M
|
+109,366
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
-$9.36M
|
-94,300
|
-6%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$142M
|
+$5.2M
|
+52,456
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$126M
|
-$8.53M
|
-86,021
|
-6%
|
|
|
8
|
|
$123M
|
-$8.94M
|
-90,130
|
-7%
|
|
|
9
|
Modern Wealth Management
Lenexa,
Kansas
|
$103M
|
-$5.1M
|
-51,389
|
-5%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$89.6M
|
+$39.3M
|
+395,723
|
+78%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$80.3M
|
+$4.67M
|
+47,113
|
+6%
|
|
|
12
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$75.7M
|
+$4.46M
|
+44,975
|
+6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$74M
|
-$3.68M
|
-37,139
|
-5%
|
|
|
14
|
Wealthcare Capital Management
Richmond,
Virginia
|
$71.9M
|
+$5.66M
|
+57,097
|
+9%
|
|
|
15
|
|
$71.7M
|
-$12.4M
|
-124,694
|
-15%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$69.3M
|
-$998K
|
-10,059
|
-1%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$68.5M
|
+$1.24M
|
+12,497
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.9M
|
-$42.2M
|
-425,546
|
-41%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$58.3M
|
-$1.73M
|
-17,431
|
-3%
|
|
|
20
|
3EDGE Asset Management
Naples,
Florida
|
$56.4M
|
-$1.54M
|
-15,513
|
-3%
|
|
|
21
|
Keating Investment Counselors
Delray Beach,
Florida
|
$52.2M
|
-$3.7M
|
-37,270
|
-7%
|
|
|
22
|
|
$50.3M
|
-$2.32M
|
-23,424
|
-4%
|
|
|
23
|
M. Kulyk & Associates
Decatur,
Georgia
|
$49.5M
|
+$1.47M
|
+14,796
|
+3%
|
|
|
24
|
|
$46.5M
|
+$1.28M
|
+12,885
|
+3%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$44.8M
|
+$7.32M
|
+73,759
|
+20%
|
|
