|
1
|
Bank of America
Charlotte,
North Carolina
|
$199M
|
-$28M
|
-265,171
|
-12%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$157M
|
+$6.43M
|
+60,874
|
+4%
|
|
|
3
|
|
$137M
|
+$44.2M
|
+418,971
|
+48%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$120M
|
-$8.07M
|
-76,387
|
-6%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$70M
|
+$4.09M
|
+38,758
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$44.5M
|
-$5.5M
|
-52,127
|
-11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.8M
|
+$2.22M
|
+20,985
|
+6%
|
|
|
8
|
Bank of New York Mellon
New York
|
$39M
|
-$9.68M
|
-91,678
|
-20%
|
|
|
9
|
Windham Capital Management
Boston,
Massachusetts
|
$35.6M
|
+$29.3M
|
+277,643
|
+481%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$31.2M
|
+$1.98M
|
+18,725
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$30.1M
|
+$357K
|
+3,376
|
+1%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$26M
|
+$362K
|
+3,424
|
+1%
|
|
|
13
|
Donoghue Forlines
Boston,
Massachusetts
|
$25.3M
|
-$381K
|
-3,608
|
-1%
|
|
|
14
|
Brinker Capital
Berwyn,
Pennsylvania
|
$18.4M
|
+$18.3M
|
+173,211
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.7M
|
-$4.76M
|
-45,063
|
-22%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.6M
|
+$2.31M
|
+21,914
|
+19%
|
|
|
17
|
Independence Advisors
Wayne,
Pennsylvania
|
$14.5M
|
-$101K
|
-960
|
-0.7%
|
|
|
18
|
TIAA FSB
Jacksonville,
Florida
|
$13.9M
|
-$3.2M
|
-30,263
|
-19%
|
|
|
19
|
|
$11.5M
|
+$215K
|
+2,038
|
+2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
+$1.38M
|
+13,066
|
+15%
|
|
|
21
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$10.4M
|
+$2.11M
|
+19,948
|
+26%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.04M
|
+$2.52M
|
+23,899
|
+39%
|
|
|
23
|
Renaissance Technologies
New York
|
$9.03M
|
+$5.38M
|
+50,900
|
+148%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$8.99M
|
+$1.34M
|
+12,649
|
+18%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.91M
|
+$523K
|
+4,951
|
+6%
|
|
