|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$1.25B
|
-$130M
|
-4,613,768
|
-9%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.01B
|
+$362M
|
+12,846,408
|
+56%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$860M
|
-$14.8M
|
-525,914
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$532M
|
+$87.9M
|
+3,117,708
|
+20%
|
|
|
5
|
|
$475M
|
+$120M
|
+4,270,383
|
+34%
|
|
|
6
|
International Value Advisers
|
$313M
|
+$77.3M
|
+2,739,656
|
+33%
|
|
|
7
|
|
$297M
|
+$138M
|
+4,901,097
|
+87%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$232M
|
+$8.82M
|
+312,721
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$212M
|
+$24M
|
+850,691
|
+13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$180M
|
+$24.2M
|
+858,817
|
+16%
|
|
|
11
|
Bridgewater Associates
Westport,
Connecticut
|
$165M
|
–
|
–
|
–
|
|
|
12
|
Bank of New York Mellon
New York
|
$122M
|
+$121M
|
+4,277,563
|
+10,106%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$108M
|
+$835K
|
+29,599
|
+0.8%
|
|
|
14
|
|
$97.8M
|
+$95.1M
|
+3,371,300
|
+3,448%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$95.7M
|
-$12.2M
|
-432,964
|
-11%
|
|
|
16
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$83.9M
|
-$9.87M
|
-349,798
|
-11%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$78.5M
|
+$78.5M
|
+2,783,708
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$76M
|
+$5.11M
|
+181,123
|
+7%
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$71.3M
|
+$2.39M
|
+84,890
|
+3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$69.9M
|
+$18.2M
|
+644,594
|
+35%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.8M
|
+$7.82M
|
+277,209
|
+15%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.5M
|
+$7.24M
|
+256,538
|
+17%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$50M
|
+$25.5M
|
+905,156
|
+104%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$49.8M
|
+$21.1M
|
+747,460
|
+73%
|
|
|
25
|
Moon Capital Management
New York
|
$47.8M
|
+$12.6K
|
+446
|
+0%
|
|
