|
1
|
|
$333M
|
+$46M
|
+1,913,359
|
+17%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$170M
|
-$13.4M
|
-557,079
|
-8%
|
|
|
3
|
|
$155M
|
-$19.9M
|
-827,764
|
-12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$7.2M
|
+299,426
|
+8%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$85.8M
|
+$10M
|
+418,031
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$84M
|
-$20M
|
-834,278
|
-20%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$57.4M
|
+$11.6M
|
+481,166
|
+27%
|
|
|
8
|
Appaloosa LP
Short Hills,
New Jersey
|
$54.5M
|
+$29.3M
|
+1,220,000
|
+135%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$46.8M
|
-$3.74M
|
-155,453
|
-8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.7M
|
+$13.2M
|
+551,007
|
+45%
|
|
|
11
|
Diameter Capital Partners
New York
|
$44M
|
+$41.2M
|
+1,715,000
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$30.5M
|
+$7.36M
|
+306,250
|
+35%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.8M
|
-$1.94M
|
-80,871
|
-7%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$22M
|
-$7.28M
|
-302,893
|
-26%
|
|
|
15
|
Allen Investment Management
New York
|
$19.9M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
-$561K
|
-23,335
|
-3%
|
|
|
17
|
VCU Investment Management
Richmond,
Virginia
|
$18.6M
|
–
|
–
|
–
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.4M
|
+$1.26M
|
+52,515
|
+8%
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$17.9M
|
+$205K
|
+8,540
|
+1%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$17.2M
|
+$3.35M
|
+139,593
|
+26%
|
|
|
21
|
Unison Advisors
Washington,
District of Columbia
|
$16.7M
|
+$889K
|
+36,978
|
+6%
|
|
|
22
|
Tectonic Advisors
Frisco,
Texas
|
$15.5M
|
+$14.5M
|
+604,912
|
New
|
|
|
23
|
|
$14.9M
|
+$7.21M
|
+299,839
|
+106%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$11.2M
|
+$179K
|
+7,464
|
+2%
|
|
|
25
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$11.1M
|
–
|
–
|
–
|
|
