|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$1.16B
|
-$133M
|
-4,397,961
|
-10%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.12B
|
+$46.5M
|
+1,538,150
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$786M
|
+$192M
|
+6,348,108
|
+32%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$738M
|
-$282M
|
-9,320,612
|
-28%
|
|
|
5
|
|
$644M
|
+$144M
|
+4,759,204
|
+29%
|
|
|
6
|
|
$373M
|
-$18.1M
|
-599,486
|
-5%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$305M
|
+$306M
|
+10,127,594
|
New
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$268M
|
+$4.25M
|
+140,517
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$265M
|
+$48.4M
|
+1,600,852
|
+22%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$252M
|
+$55.3M
|
+1,829,100
|
+28%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$191M
|
+$75.1M
|
+2,484,605
|
+64%
|
|
|
12
|
Bridgewater Associates
Westport,
Connecticut
|
$176M
|
–
|
–
|
–
|
|
|
13
|
Bank of New York Mellon
New York
|
$176M
|
+$11.1M
|
+366,659
|
+7%
|
|
|
14
|
International Value Advisers
|
$149M
|
-$132M
|
-4,356,634
|
-47%
|
|
|
15
|
|
$123M
|
+$11.3M
|
+372,714
|
+10%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$101M
|
+$14.9M
|
+493,003
|
+17%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$98.2M
|
+$32.9M
|
+1,088,682
|
+50%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$90M
|
+$9.45M
|
+312,649
|
+12%
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$84.4M
|
+$11.1M
|
+367,617
|
+15%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$84.1M
|
-$6.78M
|
-224,256
|
-7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$83.1M
|
+$11.6M
|
+384,268
|
+16%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73.1M
|
+$12.4M
|
+409,546
|
+20%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$69.9M
|
-$5.45M
|
-180,181
|
-7%
|
|
|
24
|
Proficio Capital Partners
Newton,
Massachusetts
|
$65.8M
|
+$25.7M
|
+849,030
|
+70%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$63.4M
|
+$10.4M
|
+344,083
|
+20%
|
|
