|
1
|
|
$392M
|
+$49.7M
|
+495,889
|
+15%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$306M
|
-$9.2M
|
-91,873
|
-3%
|
|
|
3
|
|
$191M
|
+$8.16M
|
+81,429
|
+5%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$184M
|
+$10.2M
|
+101,437
|
+6%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$153M
|
+$8.46M
|
+84,443
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$148M
|
+$20.2M
|
+201,769
|
+16%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
-$35.8M
|
-357,877
|
-23%
|
|
|
8
|
|
$116M
|
-$8.89M
|
-88,719
|
-7%
|
|
|
9
|
Modern Wealth Management
Lenexa,
Kansas
|
$107M
|
+$1.35M
|
+13,432
|
+1%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$97.1M
|
+$5.83M
|
+58,198
|
+6%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$84.2M
|
+$2.32M
|
+23,166
|
+3%
|
|
|
12
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$81.9M
|
+$4.91M
|
+48,991
|
+6%
|
|
|
13
|
Wealthcare Capital Management
Richmond,
Virginia
|
$73.8M
|
+$522K
|
+5,216
|
+0.7%
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$72M
|
+$2.23M
|
+22,251
|
+3%
|
|
|
15
|
|
$70.1M
|
-$2.85M
|
-28,491
|
-4%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$68.2M
|
-$2.31M
|
-23,109
|
-3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$66M
|
-$9.05M
|
-90,312
|
-12%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.8M
|
+$820K
|
+8,188
|
+1%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$58.8M
|
-$568K
|
-5,673
|
-1%
|
|
|
20
|
Keating Investment Counselors
Delray Beach,
Florida
|
$53.2M
|
+$68.2K
|
+681
|
+0.1%
|
|
|
21
|
|
$51.9M
|
+$649K
|
+6,480
|
+1%
|
|
|
22
|
M. Kulyk & Associates
Decatur,
Georgia
|
$51.6M
|
+$1.19M
|
+11,833
|
+2%
|
|
|
23
|
3EDGE Asset Management
Naples,
Florida
|
$49.8M
|
-$7.54M
|
-75,280
|
-13%
|
|
|
24
|
|
$48.7M
|
+$1.37M
|
+13,725
|
+3%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$47.4M
|
+$1.71M
|
+17,080
|
+4%
|
|
