|
1
|
Fidelity Investments
Boston,
Massachusetts
|
USD 1374 M
|
-USD 154 M
|
-3,006,161
|
-10%
|
|
|
2
|
|
USD 523 M
|
+USD 4.78 M
|
+93,266
|
+0.9%
|
|
|
3
|
|
USD 467 M
|
-USD 210 M
|
-4,094,388
|
-31%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 422 M
|
+USD 93 M
|
+1,812,754
|
+28%
|
|
|
5
|
|
USD 411 M
|
+USD 49.6 M
|
+966,567
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
USD 309 M
|
+USD 54.9 M
|
+1,070,804
|
+22%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
USD 307 M
|
-USD 3.77 M
|
-73,500
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
USD 289 M
|
+USD 44.6 M
|
+870,478
|
+18%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
USD 282 M
|
+USD 2.47 M
|
+48,160
|
+0.9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
USD 214 M
|
+USD 130 M
|
+2,526,436
|
+153%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
USD 177 M
|
-USD 1230 M
|
-23,989,201
|
-87%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
USD 144 M
|
+USD 724 k
|
+14,125
|
+0.5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
USD 142 M
|
+USD 55.9 M
|
+1,090,402
|
+65%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
USD 129 M
|
+USD 3.81 M
|
+74,259
|
+3%
|
|
|
15
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
USD 117 M
|
+USD 66.6 M
|
+1,298,268
|
+132%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
USD 115 M
|
+USD 13 M
|
+254,027
|
+13%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
USD 96.5 M
|
-USD 11.2 M
|
-219,256
|
-10%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 91 M
|
+USD 24.8 M
|
+483,458
|
+37%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 86.7 M
|
+USD 14.6 M
|
+284,835
|
+19%
|
|
|
20
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
USD 86 M
|
-USD 4.52 M
|
-88,079
|
-5%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
USD 85.8 M
|
+USD 2.94 M
|
+57,236
|
+4%
|
|
|
22
|
D. Scott Neal
Lexington,
Kentucky
|
USD 81.7 M
|
+USD 222 k
|
+4,338
|
+0.3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 77.8 M
|
+USD 5.8 M
|
+113,118
|
+8%
|
|
|
24
|
Bank of New York Mellon
New York
|
USD 77.3 M
|
+USD 1.07 M
|
+20,787
|
+1%
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
USD 66.9 M
|
+USD 10.9 M
|
+212,607
|
+19%
|
|
