|
1
|
|
$571M
|
+$43.6M
|
+881,351
|
+8%
|
|
|
2
|
|
$540M
|
-$46.3M
|
-935,884
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$280M
|
+$6.61M
|
+133,572
|
+2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$252M
|
+$12M
|
+242,188
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$241M
|
-$7.03M
|
-142,034
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$234M
|
-$10.8M
|
-217,341
|
-4%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$151M
|
+$17.5M
|
+353,640
|
+13%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$110M
|
+$18.9M
|
+381,144
|
+21%
|
|
|
9
|
Appaloosa LP
Short Hills,
New Jersey
|
$64.5M
|
-$9.4M
|
-190,000
|
-13%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$50.8M
|
+$2.31M
|
+46,790
|
+5%
|
|
|
11
|
Hershey Trust Company
Hershey,
Pennsylvania
|
$50.2M
|
+$50.4M
|
+1,018,733
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$49.9M
|
-$2.44M
|
-49,288
|
-5%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$44.5M
|
-$482K
|
-9,740
|
-1%
|
|
|
14
|
Allen Investment Management
New York
|
$41.9M
|
–
|
–
|
–
|
|
|
15
|
SFMG Wealth Advisors
Plano,
Texas
|
$39.4M
|
+$31M
|
+625,826
|
+385%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$32.9M
|
+$11.1M
|
+223,935
|
+50%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$32.2M
|
-$11.3M
|
-227,979
|
-26%
|
|
|
18
|
Choreo LLC
Rockford,
Illinois
|
$30.8M
|
-$721K
|
-14,573
|
-2%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$30M
|
-$143K
|
-2,884
|
-0.5%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$28.7M
|
-$1.19M
|
-24,057
|
-4%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$23.5M
|
-$600K
|
-12,133
|
-2%
|
|
|
22
|
VCU Investment Management
Richmond,
Virginia
|
$23.2M
|
–
|
–
|
–
|
|
|
23
|
Carlson Capital
Dallas,
Texas
|
$23M
|
+$66.3K
|
+1,340
|
+0.3%
|
|
|
24
|
Barclays
London,
United Kingdom
|
$22.5M
|
+$10.8M
|
+219,039
|
+92%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.2M
|
-$22.5M
|
-455,009
|
-51%
|
|
