|
1
|
Wells Fargo
San Francisco,
California
|
$154M
|
-$37.9M
|
-694,643
|
-20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.95M
|
+$89.9K
|
+1,649
|
+2%
|
|
|
3
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$3.4M
|
+$3.4M
|
+62,298
|
New
|
|
|
4
|
State of Michigan Retirement System
Lansing,
Michigan
|
$2.71M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.71M
|
+$561K
|
+10,297
|
+26%
|
|
|
6
|
|
$2.64M
|
-$368K
|
-6,755
|
-12%
|
|
|
7
|
Karp Capital Management
Sausalito,
California
|
$1.8M
|
-$86.3K
|
-1,584
|
-5%
|
|
|
8
|
WrapManager Inc
Mill Valley,
California
|
$531K
|
-$4.52K
|
-83
|
-0.8%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$372K
|
+$372K
|
+6,827
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$333K
|
+$83K
|
+1,521
|
+33%
|
|
|
11
|
Lyons Wealth Management
Winter Park,
Florida
|
$309K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$301K
|
+$152K
|
+2,780
|
+101%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$280K
|
+$280K
|
+5,134
|
New
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$239K
|
+$1.25K
|
+23
|
+0.5%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$220K
|
-$23.5K
|
-431
|
-10%
|
|
|
16
|
Solaris Asset Management
New York
|
$219K
|
-$11.2K
|
-205
|
-5%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$203K
|
-$194K
|
-3,561
|
-49%
|
|
|
18
|
Chatham Capital Group
Savannah,
Georgia
|
$203K
|
+$203K
|
+3,720
|
New
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$128K
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$120K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$119K
|
–
|
–
|
–
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$68K
|
–
|
–
|
–
|
|
|
23
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$66K
|
–
|
–
|
–
|
|
|
24
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$47K
|
+$47K
|
+845
|
New
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$41K
|
+$35.6K
|
+655
|
+655%
|
|
