|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.11B
|
+$76.9M
|
+586,241
|
+3%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$642M
|
-$1.29M
|
-9,860
|
-0.2%
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
$356M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$220M
|
-$21.3M
|
-162,233
|
-9%
|
|
|
5
|
|
$192M
|
-$8.2M
|
-62,489
|
-4%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$168M
|
-$4.89M
|
-37,291
|
-3%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$164M
|
-$1.33M
|
-10,155
|
-0.8%
|
|
|
8
|
|
$115M
|
+$12.9M
|
+98,160
|
+13%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$83.1M
|
+$14M
|
+106,934
|
+21%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75.2M
|
-$209K
|
-1,590
|
-0.3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$73.6M
|
+$1.54M
|
+11,704
|
+2%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$63.5M
|
+$650K
|
+4,952
|
+1%
|
|
|
13
|
State of Michigan Retirement System
Lansing,
Michigan
|
$61.2M
|
-$11.5M
|
-87,300
|
-16%
|
|
|
14
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$57.1M
|
-$141M
|
-1,077,941
|
-72%
|
|
|
15
|
|
$56.6M
|
+$3.2M
|
+24,361
|
+6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$49.5M
|
+$1.16M
|
+8,804
|
+2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$48.3M
|
+$4.15M
|
+31,628
|
+10%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$46.5M
|
+$1.34M
|
+10,180
|
+3%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$45M
|
+$5.99M
|
+45,632
|
+16%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$44.8M
|
-$3.7M
|
-28,172
|
-8%
|
|
|
21
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$34.8M
|
-$730K
|
-5,563
|
-2%
|
|
|
22
|
Marks Wealth
Annapolis,
Maryland
|
$34.6M
|
+$33.2M
|
+252,782
|
New
|
|
|
23
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$34.2M
|
+$605K
|
+4,614
|
+2%
|
|
|
24
|
Intrust Bank
Wichita,
Kansas
|
$33.3M
|
-$1.53M
|
-11,681
|
-5%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.8M
|
-$748K
|
-5,698
|
-2%
|
|
