|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.24B
|
+$127K
|
+1,508
|
+0%
|
|
|
2
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$741M
|
+$101M
|
+1,196,096
|
+18%
|
|
|
3
|
|
$251M
|
+$3.5M
|
+41,658
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$160M
|
-$1.04M
|
-12,435
|
-0.7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$133M
|
-$16.1M
|
-191,923
|
-12%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$103M
|
-$1.12M
|
-13,351
|
-1%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$75.9M
|
+$26.4M
|
+313,649
|
+62%
|
|
|
8
|
Advisors Preferred
Rockville,
Maryland
|
$59.5M
|
+$54.2M
|
+645,013
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$55.2M
|
-$181K
|
-2,158
|
-0.4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$53.1M
|
-$2.96M
|
-35,208
|
-6%
|
|
|
11
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$50.4M
|
-$157M
|
-1,863,445
|
-77%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$49.6M
|
+$5.67M
|
+67,530
|
+14%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.6M
|
+$1.86M
|
+22,115
|
+4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$46.8M
|
-$1.07M
|
-12,743
|
-2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$41.4M
|
-$220K
|
-2,615
|
-0.6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.5M
|
-$74.3M
|
-884,311
|
-67%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$38.8M
|
+$1.38M
|
+16,415
|
+4%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$38.3M
|
-$318K
|
-3,781
|
-0.9%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.9M
|
-$36.4M
|
-433,052
|
-54%
|
|
|
20
|
|
$31.9M
|
+$16.7M
|
+198,914
|
+136%
|
|
|
21
|
KCM Investment Advisors
Greenbrae,
California
|
$31.7M
|
+$1.51M
|
+18,003
|
+6%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.9M
|
+$507K
|
+6,031
|
+2%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.2M
|
-$1.3M
|
-15,512
|
-6%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$21.1M
|
+$277K
|
+3,293
|
+1%
|
|
|
25
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$19.7M
|
–
|
–
|
–
|
|
