|
1
|
Creative Planning
Overland Park,
Kansas
|
USD 1105 M
|
+USD 79.9 M
|
+917,992
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
USD 715 M
|
-USD 2.24 M
|
-25,692
|
-0.3%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
USD 619 M
|
+USD 68.7 M
|
+789,114
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 514 M
|
-USD 381 M
|
-4,377,806
|
-42%
|
|
|
5
|
|
USD 216 M
|
-USD 4.86 M
|
-55,906
|
-2%
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
USD 206 M
|
-USD 92.9 M
|
-1,067,628
|
-31%
|
|
|
7
|
LPL Financial
San Diego,
California
|
USD 201 M
|
+USD 204 M
|
+2,343,100
|
Nuevas
|
|
|
8
|
Windhaven Investment Management
Boston,
Massachusetts
|
USD 168 M
|
-USD 102 M
|
-1,169,262
|
-37%
|
|
|
9
|
|
USD 166 M
|
+USD 69.3 M
|
+796,000
|
+70%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
USD 156 M
|
+USD 17.2 M
|
+197,307
|
+12%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
USD 134 M
|
+USD 61.8 M
|
+709,723
|
+83%
|
|
|
12
|
ETrade Capital Management
Arlington,
Virginia
|
USD 128 M
|
+USD 6.52 M
|
+74,942
|
+5%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
USD 119 M
|
+USD 16.6 M
|
+191,118
|
+16%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
USD 119 M
|
+USD 6.74 M
|
+77,516
|
+6%
|
|
|
15
|
Cambridge Associates
Boston,
Massachusetts
|
USD 97.8 M
|
+USD 1.93 M
|
+22,220
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 66.5 M
|
+USD 14.6 M
|
+168,046
|
+28%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 63.4 M
|
-USD 12.3 M
|
-141,778
|
-16%
|
|
|
18
|
Thomaspartners
Boston,
Massachusetts
|
USD 57.5 M
|
+USD 43.6 M
|
+500,734
|
+294%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 53.6 M
|
-USD 19.4 M
|
-223,325
|
-26%
|
|
|
20
|
INR Advisory Services
Media,
Pennsylvania
|
USD 53.3 M
|
+USD 3.41 M
|
+39,166
|
+7%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
USD 51.6 M
|
+USD 1.14 M
|
+13,138
|
+2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 50.6 M
|
-USD 24.7 M
|
-284,340
|
-33%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 45.9 M
|
+USD 1.93 M
|
+22,201
|
+4%
|
|
|
24
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
USD 45.5 M
|
+USD 3.74 M
|
+43,000
|
+9%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
USD 44.5 M
|
+USD 614 k
|
+7,059
|
+1%
|
|
