|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$45.5M
|
+$157K
|
+8,763
|
+0.4%
|
|
|
2
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$23M
|
–
|
–
|
–
|
|
|
3
|
|
$3.7M
|
+$2.63M
|
+146,441
|
+259%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.51M
|
+$3.46M
|
+192,907
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$2.69M
|
+$2.65M
|
+147,455
|
New
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$2.22M
|
+$2.19M
|
+121,722
|
New
|
|
|
7
|
Glenview Capital Management
New York
|
$2.19M
|
–
|
–
|
–
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$552K
|
+$544K
|
+30,278
|
New
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$395K
|
+$389K
|
+21,679
|
New
|
|
|
10
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$300K
|
+$296K
|
+16,488
|
New
|
|
|
11
|
PACK Private Wealth
Wayzata,
Minnesota
|
$284K
|
–
|
–
|
–
|
|
|
12
|
|
$262K
|
+$258K
|
+14,399
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$244K
|
-$415K
|
-23,139
|
-63%
|
|
|
14
|
Indie Asset Partners
Carmel,
Indiana
|
$237K
|
+$234K
|
+13,008
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$236K
|
+$233K
|
+12,959
|
New
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$212K
|
–
|
–
|
–
|
|
|
17
|
|
$199K
|
+$196K
|
+10,925
|
New
|
|
|
18
|
Regents of the University of California
Oakland,
California
|
$183K
|
+$180K
|
+10,035
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$148K
|
+$139K
|
+7,731
|
+1,987%
|
|
|
20
|
BDT Capital Partners
Chicago,
Illinois
|
$57.8K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$24.9K
|
+$1.9K
|
+106
|
+8%
|
|
|
22
|
Dorsey Wright & Associates
Pasadena,
California
|
$22.2K
|
+$21.9K
|
+1,218
|
New
|
|
|
23
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$12.1K
|
+$11.9K
|
+662
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$898
|
+50
|
+8%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.45K
|
+$6.16K
|
+343
|
+3,118%
|
|
