|
1
|
Charles Schwab
San Francisco,
California
|
$497M
|
-$25.1M
|
-1,172,180
|
-5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$69M
|
-$297K
|
-13,877
|
-0.4%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$55.5M
|
–
|
–
|
–
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$47.2M
|
-$964K
|
-45,040
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$45.2M
|
-$3.16M
|
-147,585
|
-7%
|
|
|
6
|
|
$26.6M
|
+$10.6M
|
+497,392
|
+69%
|
|
|
7
|
|
$22.2M
|
+$1.87M
|
+87,562
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.9M
|
+$2.73M
|
+127,300
|
+14%
|
|
|
9
|
Bank of New York Mellon
New York
|
$18.7M
|
-$7.65M
|
-357,585
|
-29%
|
|
|
10
|
Daiwa Securities Group
Tokyo,
Japan
|
$16.6M
|
-$2.78M
|
-130,000
|
-15%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.9M
|
+$15.3M
|
+713,244
|
+4,031%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$12.5M
|
+$499K
|
+23,316
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$1.35M
|
+62,992
|
+13%
|
|
|
14
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$11.3M
|
+$914K
|
+42,683
|
+9%
|
|
|
15
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$10M
|
+$9.86M
|
+460,425
|
New
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.65M
|
+$7.75K
|
+362
|
+0.1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.37M
|
+$2.29M
|
+107,132
|
+39%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$8.12M
|
+$4.87M
|
+227,604
|
+156%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.35M
|
+$803K
|
+37,507
|
+15%
|
|
|
20
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$5.86M
|
+$265K
|
+12,400
|
+5%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$5.24M
|
+$420K
|
+19,617
|
+9%
|
|
|
22
|
|
$4.74M
|
+$4.67M
|
+218,040
|
New
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.72M
|
-$579K
|
-27,040
|
-11%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.72M
|
-$579K
|
-27,040
|
-11%
|
|
|
25
|
Aries Wealth Management
Portland,
Maine
|
$4.54M
|
-$46.7K
|
-2,180
|
-1%
|
|
