|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$535M
|
-$225M
|
-4,746,465
|
-30%
|
|
|
2
|
|
$317M
|
-$24.1M
|
-508,007
|
-7%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$313M
|
-$4.95M
|
-104,439
|
-2%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$248M
|
+$5.41M
|
+114,300
|
+2%
|
|
|
5
|
|
$224M
|
-$30.7M
|
-648,379
|
-12%
|
|
|
6
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$214M
|
+$7.58M
|
+160,020
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$208M
|
-$13.8M
|
-291,008
|
-6%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$146M
|
+$10.8M
|
+228,055
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$118M
|
+$26.5M
|
+558,514
|
+29%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$117M
|
-$26.5M
|
-559,380
|
-19%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$92.2M
|
+$5.14M
|
+108,507
|
+6%
|
|
|
12
|
|
$92.1M
|
-$418K
|
-8,826
|
-0.5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$87.6M
|
-$4.65M
|
-98,200
|
-5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$86.9M
|
-$63M
|
-1,329,709
|
-42%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$82.7M
|
+$1.77M
|
+37,283
|
+2%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$78.9M
|
+$11.4M
|
+240,207
|
+17%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$74.8M
|
-$7.52M
|
-158,736
|
-9%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$73.9M
|
+$43.9M
|
+926,461
|
+147%
|
|
|
19
|
Klingman & Associates
New York
|
$69.2M
|
+$6.5M
|
+137,239
|
+10%
|
|
|
20
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$67.1M
|
+$66.9M
|
+1,413,005
|
New
|
|
|
21
|
Bank of New York Mellon
New York
|
$64M
|
-$503K
|
-10,616
|
-0.8%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
$61.6M
|
+$30.3M
|
+639,201
|
+97%
|
|
|
23
|
Cambridge Associates
Boston,
Massachusetts
|
$59M
|
-$5.61M
|
-118,383
|
-9%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$58M
|
+$3.26M
|
+68,768
|
+6%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$57.5M
|
-$4.75M
|
-100,200
|
-8%
|
|
