|
1
|
|
$13.2M
|
+$535K
|
+28,538
|
+4%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$6.47M
|
+$200K
|
+10,680
|
+3%
|
|
|
3
|
Employees Retirement System of Texas
Austin,
Texas
|
$4.46M
|
–
|
–
|
–
|
|
|
4
|
|
$3.84M
|
+$3.84M
|
+204,764
|
New
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.87M
|
+$565K
|
+30,144
|
+24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.03M
|
-$135K
|
-7,176
|
-6%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$1.31M
|
-$665K
|
-35,470
|
-34%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.16M
|
+$215K
|
+11,492
|
+23%
|
|
|
9
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.09M
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$576K
|
+$637
|
+34
|
+0.1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$491K
|
+$17.1K
|
+914
|
+4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$454K
|
+$454K
|
+24,202
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$390K
|
-$108K
|
-5,768
|
-22%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$382K
|
+$382K
|
+20,360
|
New
|
|
|
15
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$327K
|
-$1.61M
|
-85,798
|
-83%
|
|
|
16
|
Investment Centers of America
Bismarck,
North Dakota
|
$237K
|
–
|
–
|
–
|
|
|
17
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$207K
|
-$7.5K
|
-400
|
-3%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$200K
|
+$200K
|
+10,690
|
New
|
|
|
19
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$47K
|
+$46.9K
|
+2,500
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$34K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$27K
|
–
|
–
|
–
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$20K
|
+$19.9K
|
+1,060
|
New
|
|
|
23
|
Schroder Investment Management Group
London,
United Kingdom
|
$19K
|
–
|
–
|
–
|
|
|
24
|
Baystate Wealth Management
Boston,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
25
|
Risk Paradigm Group
Austin,
Texas
|
$12.6K
|
–
|
–
|
–
|
|
