|
1
|
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
$123M
|
–
|
–
|
–
|
|
|
2
|
Barber Financial Group
Lenexa,
Kansas
|
$16.8M
|
+$16.9M
|
+228,948
|
New
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.8M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.88M
|
-$35.6M
|
-483,294
|
-80%
|
|
|
5
|
|
$5.88M
|
+$420K
|
+5,701
|
+8%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$2.28M
|
+$78.1K
|
+1,060
|
+4%
|
|
|
7
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$2.03M
|
–
|
–
|
–
|
|
|
8
|
|
$1.93M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.59M
|
-$352K
|
-4,782
|
-18%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.4M
|
+$1.4M
|
+19,032
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$996K
|
+$121K
|
+1,636
|
+14%
|
|
|
12
|
Retirement Capital Strategies
San Jose,
California
|
$945K
|
-$132K
|
-1,788
|
-12%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$945K
|
+$312K
|
+4,232
|
+49%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$933K
|
+$113K
|
+1,529
|
+14%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$752K
|
-$306K
|
-4,153
|
-29%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$747K
|
-$8.7K
|
-118
|
-1%
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$666K
|
-$37.4K
|
-507
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$580K
|
+$193K
|
+2,621
|
+50%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$470K
|
+$46.4K
|
+629
|
+11%
|
|
|
20
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$426K
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$351K
|
-$18.6K
|
-252
|
-5%
|
|
|
22
|
|
$339K
|
+$340K
|
+4,620
|
New
|
|
|
23
|
Merriman Wealth Management
Seattle,
Washington
|
$333K
|
–
|
–
|
–
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$333K
|
+$12.9K
|
+175
|
+4%
|
|
|
25
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$323K
|
+$5.16K
|
+70
|
+2%
|
|
