|
1
|
|
USD 694 M
|
+USD 27 M
|
+301,855
|
+4%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
USD 469 M
|
+USD 2.5 M
|
+27,968
|
+0.5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 454 M
|
-USD 3.9 M
|
-43,598
|
-0.8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 299 M
|
+USD 20.4 M
|
+228,279
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 199 M
|
+USD 27 M
|
+302,482
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
USD 177 M
|
-USD 15.9 M
|
-178,235
|
-8%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
USD 145 M
|
+USD 113 M
|
+1,265,258
|
+272%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 143 M
|
-USD 617 k
|
-6,904
|
-0.4%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
USD 134 M
|
+USD 1.51 M
|
+16,848
|
+1%
|
|
|
10
|
|
USD 96.3 M
|
+USD 11.7 M
|
+130,527
|
+13%
|
|
|
11
|
LPL Financial
San Diego,
California
|
USD 68 M
|
-USD 940 k
|
-10,514
|
-1%
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
USD 61.2 M
|
+USD 319 k
|
+3,567
|
+0.5%
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
USD 56.7 M
|
-USD 8.32 k
|
-93
|
-0%
|
|
|
14
|
First Hawaiian Bank
Honolulu,
Hawaii
|
USD 56.2 M
|
-USD 1.97 M
|
-22,038
|
-3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
USD 55.5 M
|
+USD 720 k
|
+8,058
|
+1%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
USD 45.7 M
|
+USD 13.6 M
|
+151,990
|
+39%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
USD 41.2 M
|
+USD 717 k
|
+8,023
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 40.4 M
|
-USD 3.05 M
|
-34,163
|
-7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 39.6 M
|
+USD 2.61 M
|
+29,136
|
+7%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
USD 37.8 M
|
-USD 3.31 M
|
-36,978
|
-8%
|
|
|
21
|
Berkshire Money Management
Dalton,
Massachusetts
|
USD 37.6 M
|
-USD 1.12 M
|
-12,554
|
-3%
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
USD 37.1 M
|
-USD 289 k
|
-3,231
|
-0.7%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 32.9 M
|
-USD 51.5 M
|
-576,438
|
-60%
|
|
|
24
|
|
USD 29.1 M
|
+USD 1.56 M
|
+17,469
|
+5%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
USD 28.3 M
|
+USD 335 k
|
+3,751
|
+1%
|
|
