|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$621M
|
+$214M
|
+4,323,907
|
+52%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$544M
|
+$479M
|
+9,687,792
|
+691%
|
|
|
3
|
|
$335M
|
+$24.3M
|
+491,597
|
+8%
|
|
|
4
|
|
$296M
|
–
|
–
|
–
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$264M
|
-$2.81M
|
-56,936
|
-1%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$241M
|
+$14.4M
|
+291,852
|
+6%
|
|
|
7
|
|
$159M
|
-$3.53M
|
-71,331
|
-2%
|
|
|
8
|
Fiduciary Trust
Boston,
Massachusetts
|
$114M
|
+$1.47M
|
+29,699
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$89.3M
|
-$2.54M
|
-51,393
|
-3%
|
|
|
10
|
|
$89M
|
-$274K
|
-5,536
|
-0.3%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$88.9M
|
-$27.3M
|
-552,984
|
-23%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$73.3M
|
+$140K
|
+2,835
|
+0.2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$73.1M
|
-$2.73M
|
-55,148
|
-4%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$72.8M
|
+$5.6M
|
+113,355
|
+8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$61.4M
|
+$38M
|
+769,019
|
+159%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$57M
|
-$6.55M
|
-132,617
|
-10%
|
|
|
17
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$52.2M
|
-$9.44M
|
-190,952
|
-15%
|
|
|
18
|
Banco Santander
Madrid,
Spain
|
$49.8M
|
+$5.75M
|
+116,265
|
+13%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$44.7M
|
-$1.01M
|
-20,440
|
-2%
|
|
|
20
|
Klingman & Associates
New York
|
$36.8M
|
+$9.17M
|
+185,597
|
+33%
|
|
|
21
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$34.8M
|
-$5.04M
|
-102,018
|
-13%
|
|
|
22
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$34.8M
|
+$4.04M
|
+81,770
|
+13%
|
|
|
23
|
Perella Weinberg Partners Capital Management
New York
|
$34.6M
|
-$48.7M
|
-985,926
|
-58%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.7M
|
-$8.42M
|
-170,336
|
-20%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32M
|
+$2.2M
|
+44,471
|
+7%
|
|
