|
1
|
Bank of America
Charlotte,
North Carolina
|
$369M
|
-$203M
|
-2,398,215
|
-35%
|
|
|
2
|
|
$343M
|
-$84.8M
|
-1,001,822
|
-20%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$234M
|
+$1.4M
|
+16,575
|
+0.6%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$233M
|
+$10.9M
|
+128,371
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$222M
|
+$223M
|
+2,631,373
|
New
|
|
|
6
|
BlackRock Institutional Trust
San Francisco,
California
|
$169M
|
+$4.36M
|
+51,473
|
+3%
|
|
|
7
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$137M
|
-$137K
|
-1,621
|
Closed
|
|
|
8
|
|
$126M
|
–
|
–
|
–
|
|
|
9
|
|
$83.5M
|
+$1.13M
|
+13,327
|
+1%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82.8M
|
+$4.53M
|
+53,465
|
+6%
|
|
|
11
|
Windhaven Investment Management
Boston,
Massachusetts
|
$81.6M
|
-$3.98M
|
-47,055
|
-5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79.5M
|
-$12.7M
|
-150,290
|
-14%
|
|
|
13
|
Managed Account Advisors
Jersey City,
New Jersey
|
$73.8M
|
+$30.7M
|
+362,172
|
+71%
|
|
|
14
|
IndexIQ Advisors
New York
|
$73.1M
|
+$10.3M
|
+121,347
|
+16%
|
|
|
15
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$71.8M
|
+$23.5M
|
+278,118
|
+49%
|
|
|
16
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$71.8M
|
+$23.5M
|
+278,118
|
+49%
|
|
|
17
|
James Investment Research
Alpha,
Ohio
|
$67.2M
|
–
|
–
|
–
|
|
|
18
|
WBI Investments
Red Bank,
New Jersey
|
$55.6M
|
+$895K
|
+10,569
|
+2%
|
|
|
19
|
Bank of New York Mellon
New York
|
$52.8M
|
-$15.4M
|
-181,879
|
-23%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$49.4M
|
-$7.67M
|
-90,656
|
-13%
|
|
|
21
|
Millennium Management
New York
|
$47.9M
|
+$3.82M
|
+45,150
|
+9%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$42M
|
-$497K
|
-5,875
|
-1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.6M
|
-$12.4M
|
-145,960
|
-25%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$37.4M
|
-$195K
|
-2,304
|
-0.5%
|
|
|
25
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$36.3M
|
+$36.4M
|
+430,317
|
New
|
|
