|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$1.29B
|
-$54.5M
|
-702,606
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.05B
|
-$82.6M
|
-1,064,825
|
-7%
|
|
|
3
|
|
$431M
|
+$9.56M
|
+123,278
|
+2%
|
|
|
4
|
Bank of New York Mellon
New York
|
$350M
|
-$35.5M
|
-458,221
|
-9%
|
|
|
5
|
|
$263M
|
+$8.19M
|
+105,670
|
+3%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$154M
|
-$502K
|
-6,471
|
-0.3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$129M
|
+$12.7M
|
+163,446
|
+11%
|
|
|
8
|
Homrich & Berg
Atlanta,
Georgia
|
$125M
|
+$9.97M
|
+128,529
|
+8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$124M
|
-$3.96M
|
-51,095
|
-3%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$115M
|
+$49M
|
+631,789
|
+73%
|
|
|
11
|
Wealthfront
Palo Alto,
California
|
$108M
|
+$19.6M
|
+252,840
|
+22%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$98.2M
|
-$1.05M
|
-13,587
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90.5M
|
+$11.3M
|
+146,222
|
+14%
|
|
|
14
|
|
$82.7M
|
-$518K
|
-6,682
|
-0.6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.4M
|
+$2.42M
|
+31,175
|
+3%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$79.1M
|
+$8.18M
|
+105,447
|
+11%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$75.7M
|
+$4.19M
|
+54,005
|
+6%
|
|
|
18
|
MDE Group
Morristown,
New Jersey
|
$60.6M
|
+$626K
|
+8,074
|
+1%
|
|
|
19
|
|
$59.7M
|
+$511K
|
+6,595
|
+0.9%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$59.4M
|
-$155K
|
-1,994
|
-0.3%
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$55.2M
|
+$14.4K
|
+186
|
+0%
|
|
|
22
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$53.6M
|
-$791K
|
-10,201
|
-1%
|
|
|
23
|
Choate Investment Advisors
Boston,
Massachusetts
|
$52.8M
|
-$5.77M
|
-74,405
|
-10%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.9M
|
+$4.31M
|
+55,587
|
+11%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.9M
|
+$1.86M
|
+24,042
|
+5%
|
|
