|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.04B
|
+$153M
|
+3,088,746
|
+17%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$778M
|
+$181M
|
+3,647,199
|
+31%
|
|
|
3
|
|
$326M
|
+$25.2M
|
+507,396
|
+8%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$257M
|
+$926K
|
+18,639
|
+0.4%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$253M
|
-$3.26M
|
-65,620
|
-1%
|
|
|
6
|
SCS Capital Management
Boston,
Massachusetts
|
$205M
|
+$85.7M
|
+1,724,093
|
+73%
|
|
|
7
|
|
$129M
|
+$14.6M
|
+293,809
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$109M
|
+$35.3M
|
+711,108
|
+49%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$99.3M
|
+$3.14M
|
+63,184
|
+3%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$94.5M
|
-$110K
|
-2,223
|
-0.1%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$86M
|
+$6.49M
|
+130,628
|
+8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$81.4M
|
+$9.13M
|
+183,641
|
+13%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$62.2M
|
+$9.88M
|
+198,870
|
+19%
|
|
|
14
|
Fiduciary Trust
Boston,
Massachusetts
|
$49.2M
|
-$9.98M
|
-200,840
|
-17%
|
|
|
15
|
Klingman & Associates
New York
|
$41.5M
|
+$1.38M
|
+27,766
|
+3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.7M
|
+$17.4M
|
+349,601
|
+75%
|
|
|
17
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$37.2M
|
-$4.94M
|
-99,414
|
-12%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$36.5M
|
-$3.66M
|
-73,700
|
-9%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$32.9M
|
+$8.67M
|
+174,534
|
+36%
|
|
|
20
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$30.6M
|
-$583K
|
-11,728
|
-2%
|
|
|
21
|
|
$29.1M
|
-$15.5M
|
-312,366
|
-35%
|
|
|
22
|
Adventist Health System West
Roseville,
California
|
$27.2M
|
+$16.6M
|
+334,000
|
+161%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$24.3M
|
-$571K
|
-11,488
|
-2%
|
|
|
24
|
Capital One Financial
Mclean,
Virginia
|
$24M
|
+$6.91M
|
+139,143
|
+41%
|
|
|
25
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$23.8M
|
-$1.75M
|
-35,241
|
-7%
|
|
