|
1
|
Fidelity Investments
Boston,
Massachusetts
|
USD 1333 M
|
+USD 123 M
|
+2,419,046
|
+10%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
USD 936 M
|
+USD 61.4 M
|
+1,207,408
|
+7%
|
|
|
3
|
|
USD 382 M
|
+USD 28.9 M
|
+568,166
|
+8%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
USD 347 M
|
+USD 69 M
|
+1,354,954
|
+25%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
USD 293 M
|
+USD 20.8 M
|
+408,585
|
+8%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
USD 278 M
|
+USD 11.9 M
|
+233,996
|
+4%
|
|
|
7
|
|
USD 214 M
|
+USD 23.9 M
|
+468,668
|
+13%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
USD 165 M
|
+USD 37.3 M
|
+732,456
|
+29%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
USD 151 M
|
+USD 16.6 M
|
+326,796
|
+12%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
USD 130 M
|
+USD 1.9 M
|
+37,286
|
+1%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
USD 98.4 M
|
+USD 4.98 M
|
+97,778
|
+5%
|
|
|
12
|
NKCFO LLC
Geneva,
Illinois
|
USD 85.5 M
|
+USD 305 k
|
+6,000
|
+0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
USD 83.8 M
|
-USD 42.9 M
|
-842,646
|
-34%
|
|
|
14
|
Alesco Advisors
Pittsford,
New York
|
USD 70.5 M
|
+USD 3.37 M
|
+66,212
|
+5%
|
|
|
15
|
Klingman & Associates
New York
|
USD 48.6 M
|
+USD 3.57 M
|
+70,165
|
+8%
|
|
|
16
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
USD 47.5 M
|
-USD 43.7 M
|
-859,150
|
-48%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
USD 46.6 M
|
-USD 1.85 M
|
-36,402
|
-4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 44.3 M
|
-USD 10.4 M
|
-203,978
|
-19%
|
|
|
19
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
USD 39.1 M
|
+USD 530 k
|
+10,424
|
+1%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
USD 37.4 M
|
+USD 23.8 M
|
+467,927
|
+177%
|
|
|
21
|
Adventist Health System West
Roseville,
California
|
USD 36.6 M
|
+USD 8.91 M
|
+175,000
|
+32%
|
|
|
22
|
Abbrea Capital
Greenbrae,
California
|
USD 35.5 M
|
+USD 5.64 M
|
+110,805
|
+19%
|
|
|
23
|
LPL Financial
San Diego,
California
|
USD 33.7 M
|
+USD 2.65 M
|
+52,011
|
+9%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
USD 33.6 M
|
-USD 3.96 M
|
-77,892
|
-11%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 31.2 M
|
-USD 4.84 M
|
-95,053
|
-13%
|
|
