|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$412M
|
-$30.6M
|
-386,642
|
-7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$403M
|
+$216M
|
+2,726,775
|
+246%
|
|
|
3
|
|
$387M
|
+$57.4M
|
+723,924
|
+18%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$331M
|
+$8.66M
|
+109,258
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
+$9.91M
|
+125,118
|
+6%
|
|
|
6
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$150M
|
-$47.5M
|
-600,000
|
-24%
|
|
|
7
|
|
$132M
|
-$173M
|
-2,184,396
|
-57%
|
|
|
8
|
|
$83.2M
|
+$1.77M
|
+22,310
|
+2%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$82.9M
|
+$27.6M
|
+348,601
|
+51%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$82.9M
|
–
|
–
|
–
|
|
|
11
|
Diversified Trust
Memphis,
Tennessee
|
$71.1M
|
+$2.72M
|
+34,328
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70.2M
|
+$10.4M
|
+131,718
|
+18%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$65M
|
-$7.79M
|
-98,312
|
-11%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.2M
|
-$43.7M
|
-551,661
|
-41%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$44.3M
|
+$99.8K
|
+1,259
|
+0.2%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$42.8M
|
+$42.5M
|
+535,817
|
New
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$27.4M
|
+$6.53M
|
+82,374
|
+32%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$26.4M
|
+$4.75M
|
+60,000
|
+22%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$24.1M
|
+$2.82M
|
+35,559
|
+13%
|
|
|
20
|
Well Done LLC
Holland,
Michigan
|
$23.9M
|
-$7.3M
|
-92,177
|
-24%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$21.5M
|
+$2.57M
|
+32,414
|
+14%
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$20M
|
-$1.41M
|
-17,842
|
-7%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$17.4M
|
+$910K
|
+11,488
|
+6%
|
|
|
24
|
Financial Advocates Investment Management
Olympia,
Washington
|
$17.4M
|
+$1.87M
|
+23,624
|
+12%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.9M
|
+$5.13M
|
+64,761
|
+48%
|
|
