|
1
|
UBS Group
Zurich,
Switzerland
|
USD 318 M
|
-USD 202 M
|
-2,680,590
|
-39%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
USD 205 M
|
-USD 6.1 M
|
-80,984
|
-3%
|
|
|
3
|
|
USD 161 M
|
+USD 30.7 M
|
+408,032
|
+24%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
USD 157 M
|
-USD 7.26 M
|
-96,434
|
-15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
USD 141 M
|
-USD 2.91 M
|
-38,624
|
-2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
USD 130 M
|
+USD 5.54 M
|
+73,633
|
+4%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
USD 111 M
|
-USD 20.9 M
|
-277,984
|
-16%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 100 M
|
+USD 44.4 M
|
+590,075
|
+81%
|
|
|
9
|
University of Tennessee
Knoxville,
Tennessee
|
USD 92.1 M
|
+USD 679 k
|
+9,026
|
+0.7%
|
|
|
10
|
|
USD 90.3 M
|
+USD 89.6 M
|
+1,190,432
|
Nuevas
|
|
|
11
|
Wind River Trust Company
Jackson,
Wyoming
|
USD 68.8 M
|
+USD 8.66 M
|
+115,069
|
+15%
|
|
|
12
|
Allianz Asset Management
Munich,
Germany
|
USD 63.6 M
|
+USD 6.26 M
|
+83,161
|
+11%
|
|
|
13
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
USD 63.5 M
|
+USD 59.6 M
|
+792,000
|
+1,737%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 55 M
|
-USD 3.03 M
|
-40,277
|
-5%
|
|
|
15
|
Signature Financial Management
Norfolk,
Virginia
|
USD 51.3 M
|
+USD 299 k
|
+3,979
|
+0.6%
|
|
|
16
|
Allen Investment Management
New York
|
USD 46.9 M
|
+USD 46.6 M
|
+618,667
|
Nuevas
|
|
|
17
|
LPL Financial
San Diego,
California
|
USD 44.3 M
|
+USD 915 k
|
+12,155
|
+2%
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
USD 39 M
|
+USD 2.46 M
|
+32,682
|
+7%
|
|
|
19
|
Trust Asset Management
Houston,
Texas
|
USD 36.1 M
|
-USD 15.3 M
|
-203,866
|
-30%
|
|
|
20
|
BB&T Securities
Richmond,
Virginia
|
USD 34.5 M
|
+USD 4.84 M
|
+64,318
|
+16%
|
|
|
21
|
Banco Santander
Madrid,
Spain
|
USD 33.2 M
|
-USD 2.26 M
|
-29,982
|
-6%
|
|
|
22
|
Mangham Associates
Charlottesville,
Virginia
|
USD 32.5 M
|
–
|
–
|
–
|
|
|
23
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
USD 24 M
|
-USD 997 k
|
-13,247
|
-4%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 19.1 M
|
+USD 4.16 M
|
+55,337
|
+28%
|
|
|
25
|
Lenox Wealth Advisors
New York
|
USD 18.8 M
|
+USD 1.7 M
|
+22,614
|
+10%
|
|
