|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$412M
|
+$69.4M
|
+1,417,685
|
+20%
|
|
|
2
|
|
$312M
|
+$17.1M
|
+349,989
|
+6%
|
|
|
3
|
|
$296M
|
+$15.1M
|
+308,409
|
+5%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$268M
|
-$2.25M
|
-45,861
|
-0.8%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$228M
|
+$14.5M
|
+295,589
|
+7%
|
|
|
6
|
|
$163M
|
+$8.86M
|
+180,936
|
+6%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$117M
|
+$5.98M
|
+122,028
|
+5%
|
|
|
8
|
Fiduciary Trust
Boston,
Massachusetts
|
$114M
|
+$6.19M
|
+126,491
|
+6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$92.3M
|
-$15M
|
-306,401
|
-14%
|
|
|
10
|
|
$89.8M
|
+$4.03M
|
+82,217
|
+5%
|
|
|
11
|
Perella Weinberg Partners Capital Management
New York
|
$82.6M
|
-$52.1M
|
-1,064,165
|
-39%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$76.2M
|
-$19.9M
|
-405,588
|
-21%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$73.6M
|
+$367K
|
+7,497
|
+0.5%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$69.2M
|
+$3.09M
|
+63,182
|
+5%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$67.6M
|
+$7.64M
|
+155,994
|
+13%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$63.8M
|
-$1.44M
|
-29,385
|
-2%
|
|
|
17
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$61.9M
|
+$61.5M
|
+1,255,606
|
New
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$46M
|
+$45.4M
|
+926,349
|
+14,574%
|
|
|
19
|
Banco Santander
Madrid,
Spain
|
$43.9M
|
-$23.1K
|
-472
|
-0.1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.3M
|
-$2.9M
|
-59,265
|
-6%
|
|
|
21
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$39.5M
|
–
|
–
|
–
|
|
|
22
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$30.9M
|
+$4.04M
|
+82,582
|
+15%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29.9M
|
+$2.22M
|
+45,279
|
+8%
|
|
|
24
|
Klingman & Associates
New York
|
$27.8M
|
+$2.92M
|
+59,692
|
+12%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$27.6M
|
-$3.65M
|
-74,517
|
-12%
|
|
