|
1
|
|
USD 651 M
|
+USD 369 k
|
+4,173
|
+0.1%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
USD 481 M
|
+USD 90.4 M
|
+1,023,112
|
+24%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 428 M
|
+USD 37.1 M
|
+420,224
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 287 M
|
+USD 59 M
|
+668,031
|
+27%
|
|
|
5
|
|
USD 151 M
|
+USD 16.5 M
|
+187,267
|
+13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
USD 149 M
|
+USD 88.6 M
|
+1,002,631
|
+154%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 135 M
|
-USD 44.5 k
|
-504
|
-0%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 132 M
|
+USD 19.6 M
|
+222,314
|
+18%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 121 M
|
+USD 1.5 M
|
+16,955
|
+1%
|
|
|
10
|
Wilmington Trust
Wilmington,
Delaware
|
USD 99.1 M
|
-USD 4.59 M
|
-51,994
|
-5%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
USD 82.1 M
|
-USD 4.07 M
|
-46,086
|
-5%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
USD 76.3 M
|
+USD 2.3 M
|
+25,985
|
+3%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
USD 76.3 M
|
-USD 50.8 M
|
-575,000
|
-40%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
USD 65.3 M
|
+USD 63.9 M
|
+723,399
|
Nuevas
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
USD 52.7 M
|
+USD 3.34 M
|
+37,786
|
+7%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
USD 44.3 M
|
+USD 720 k
|
+8,148
|
+2%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
USD 40.5 M
|
-USD 1.71 M
|
-19,349
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 38.3 M
|
+USD 17.4 M
|
+196,486
|
+86%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 38.1 M
|
+USD 739 k
|
+8,368
|
+2%
|
|
|
20
|
Simply Money Advisors
Cincinnati,
Ohio
|
USD 38.1 M
|
+USD 37.3 M
|
+421,846
|
+21,092,300%
|
|
|
21
|
Wilmington Trust National Association
Wilmington,
Delaware
|
USD 36.9 M
|
-USD 2.39 M
|
-27,055
|
-6%
|
|
|
22
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
USD 34.9 M
|
+USD 160 k
|
+1,809
|
+0.5%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
USD 34.5 M
|
+USD 1.28 M
|
+14,437
|
+4%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
USD 33.4 M
|
+USD 5.13 M
|
+58,078
|
+19%
|
|
|
25
|
Polaris Wealth Advisory Group
San Rafael,
California
|
USD 32.5 M
|
+USD 18.6 M
|
+210,166
|
+140%
|
|
