|
1
|
Charles Schwab
San Francisco,
California
|
$610M
|
-$11.8M
|
-456,945
|
-2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$82.2M
|
+$3.89M
|
+150,858
|
+5%
|
|
|
3
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$78.7M
|
+$3.22M
|
+125,135
|
+4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$75.3M
|
+$8.82M
|
+342,055
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$60M
|
+$11M
|
+428,086
|
+23%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$48.9M
|
+$22.9M
|
+890,135
|
+89%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$42M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$41M
|
-$6.79M
|
-263,521
|
-14%
|
|
|
9
|
|
$39.2M
|
+$5.41M
|
+210,066
|
+16%
|
|
|
10
|
|
$31.2M
|
+$3.85M
|
+149,537
|
+14%
|
|
|
11
|
Daiwa Securities Group
Tokyo,
Japan
|
$30.2M
|
-$4.25M
|
-165,000
|
-12%
|
|
|
12
|
Bank of New York Mellon
New York
|
$21.2M
|
-$249K
|
-9,661
|
-1%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$15.8M
|
+$613K
|
+23,769
|
+4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5M
|
-$1.14M
|
-44,272
|
-7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$15M
|
+$1.56M
|
+60,363
|
+12%
|
|
|
16
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$14.7M
|
-$103K
|
-3,995
|
-0.7%
|
|
|
17
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$11.9M
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.5M
|
+$151K
|
+5,859
|
+1%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$7.84M
|
+$360K
|
+13,964
|
+5%
|
|
|
20
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$7.54M
|
+$440K
|
+17,076
|
+6%
|
|
|
21
|
Axiom Financial Strategies
New Albany,
Indiana
|
$7.06M
|
+$3.22M
|
+124,974
|
+84%
|
|
|
22
|
Virtus Family Office
El Paso,
Texas
|
$6.94M
|
+$357K
|
+13,861
|
+5%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.69M
|
+$4.35M
|
+168,947
|
+187%
|
|
|
24
|
Marshall Wace
London,
United Kingdom
|
$5.82M
|
–
|
–
|
–
|
|
|
25
|
Atlas Legacy Advisors
Los Angeles,
California
|
$5.77M
|
+$571K
|
+22,173
|
+11%
|
|
