|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$534M
|
-$227M
|
-6,997,346
|
-30%
|
|
|
2
|
|
$131M
|
-$41.6M
|
-1,281,894
|
-24%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$18.2M
|
-560,573
|
-14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$109M
|
-$1.75M
|
-54,028
|
-2%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$60.4M
|
-$188M
|
-5,804,880
|
-76%
|
|
|
6
|
|
$58.5M
|
+$3.54M
|
+109,272
|
+7%
|
|
|
7
|
|
$58.2M
|
-$2.38M
|
-73,356
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$38.9M
|
-$5.99M
|
-184,742
|
-14%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20M
|
-$5.58M
|
-171,985
|
-22%
|
|
|
10
|
Tompkins Financial
Ithaca,
New York
|
$14.1M
|
-$3.02M
|
-93,193
|
-18%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$376K
|
+11,587
|
+3%
|
|
|
12
|
|
$12.9M
|
+$2.57M
|
+79,164
|
+26%
|
|
|
13
|
|
$12.3M
|
+$1.08M
|
+33,142
|
+10%
|
|
|
14
|
Evensky & Katz
Coral Gables,
Florida
|
$11.9M
|
+$176K
|
+5,439
|
+2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.3M
|
-$8.67M
|
-267,380
|
-44%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$11M
|
+$10.7M
|
+330,758
|
New
|
|
|
17
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$10M
|
-$12.2M
|
-376,620
|
-56%
|
|
|
18
|
|
$9.88M
|
+$3.2M
|
+98,553
|
+49%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$9.78M
|
-$1.32M
|
-40,670
|
-12%
|
|
|
20
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$9.03M
|
-$62.1K
|
-1,913
|
-0.7%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.1M
|
+$2.39M
|
+73,811
|
+43%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$7.94M
|
+$7.77M
|
+239,457
|
New
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.93M
|
+$32.4K
|
+1,000
|
+0.4%
|
|
|
24
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$7.68M
|
-$565K
|
-17,410
|
-7%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$7.66M
|
+$2.54M
|
+78,153
|
+51%
|
|
