|
1
|
|
USD 648 M
|
-USD 2.18 M
|
-23,980
|
-0.3%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
USD 486 M
|
+USD 6.1 M
|
+67,151
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 440 M
|
+USD 13.3 M
|
+146,221
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 275 M
|
-USD 11.3 M
|
-123,959
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
USD 169 M
|
+USD 22.1 M
|
+243,472
|
+15%
|
|
|
6
|
|
USD 159 M
|
+USD 8.64 M
|
+95,014
|
+6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 151 M
|
+USD 15.8 M
|
+173,623
|
+12%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
USD 148 M
|
+USD 149 M
|
+1,642,755
|
+228,478%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 140 M
|
+USD 7.65 M
|
+84,125
|
+6%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 122 M
|
+USD 373 k
|
+4,106
|
+0.3%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
USD 77.9 M
|
+USD 1.82 M
|
+20,000
|
+2%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
USD 77.6 M
|
+USD 1.52 M
|
+16,724
|
+2%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
USD 75.1 M
|
-USD 6.86 M
|
-75,440
|
-8%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
USD 60.4 M
|
-USD 4.8 M
|
-52,773
|
-7%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
USD 57.4 M
|
+USD 57.7 M
|
+635,000
|
+23,908%
|
|
|
16
|
Polaris Wealth Advisory Group
San Rafael,
California
|
USD 54.1 M
|
+USD 21.9 M
|
+240,562
|
+67%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
USD 48.2 M
|
-USD 4.4 M
|
-48,397
|
-8%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
USD 43.7 M
|
-USD 550 k
|
-6,055
|
-1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 41.3 M
|
+USD 3.08 M
|
+33,899
|
+8%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
USD 40.8 M
|
+USD 6.4 M
|
+70,460
|
+18%
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
USD 40 M
|
-USD 436 k
|
-4,801
|
-1%
|
|
|
22
|
Simply Money Advisors
Cincinnati,
Ohio
|
USD 38.2 M
|
+USD 248 k
|
+2,730
|
+0.6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 37.4 M
|
-USD 599 k
|
-6,586
|
-2%
|
|
|
24
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
USD 37.2 M
|
+USD 2.38 M
|
+26,231
|
+7%
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
USD 34.2 M
|
+USD 896 k
|
+9,859
|
+3%
|
|
