|
1
|
Charles Schwab
San Francisco,
California
|
$612M
|
-$25M
|
-1,023,362
|
-4%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$77.1M
|
+$3.4M
|
+139,507
|
+5%
|
|
|
3
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$74.4M
|
–
|
–
|
–
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$65.5M
|
+$5.52M
|
+226,381
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$48.3M
|
+$29M
|
+1,188,935
|
+168%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$47.1M
|
-$3.25M
|
-133,198
|
-7%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$41.4M
|
-$3.58M
|
-146,755
|
-8%
|
|
|
8
|
Daiwa Securities Group
Tokyo,
Japan
|
$33.9M
|
+$9.76M
|
+400,000
|
+43%
|
|
|
9
|
|
$33.2M
|
-$1.25M
|
-51,277
|
-4%
|
|
|
10
|
|
$26.9M
|
+$361K
|
+14,809
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$25.5M
|
-$501K
|
-20,556
|
-2%
|
|
|
12
|
Bank of New York Mellon
New York
|
$21.1M
|
-$272K
|
-11,146
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.7M
|
-$2.45M
|
-100,507
|
-14%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$14.9M
|
+$381K
|
+15,612
|
+3%
|
|
|
15
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$14.6M
|
+$560K
|
+22,956
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
-$41.9K
|
-1,717
|
-0.3%
|
|
|
17
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$11.7M
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.2M
|
-$1.34M
|
-54,896
|
-12%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$7.37M
|
+$791K
|
+32,408
|
+13%
|
|
|
20
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$6.99M
|
+$134K
|
+5,498
|
+2%
|
|
|
21
|
Virtus Family Office
El Paso,
Texas
|
$6.48M
|
+$2.81M
|
+115,003
|
+82%
|
|
|
22
|
Marshall Wace
London,
United Kingdom
|
$5.73M
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.33M
|
-$68.9K
|
-2,823
|
-1%
|
|
|
24
|
Aries Wealth Management
Portland,
Maine
|
$5.19M
|
-$15.9K
|
-650
|
-0.3%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.17M
|
+$82.7K
|
+3,390
|
+2%
|
|
