|
1
|
Creative Planning
Overland Park,
Kansas
|
$32.5M
|
-$1.62M
|
-145,059
|
-4%
|
|
|
2
|
|
$29.5M
|
+$1.83M
|
+164,323
|
+6%
|
|
|
3
|
VanEck Associates
New York
|
$18.4M
|
+$4.86M
|
+436,365
|
+33%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
+$1.77M
|
+158,636
|
+13%
|
|
|
5
|
Choreo LLC
Rockford,
Illinois
|
$14.3M
|
-$300K
|
-26,973
|
-2%
|
|
|
6
|
|
$12.5M
|
-$1.4M
|
-125,935
|
-10%
|
|
|
7
|
|
$9.76M
|
+$10.3M
|
+927,333
|
New
|
|
|
8
|
Russell Investments Group
London,
United Kingdom
|
$9.17M
|
+$3.16M
|
+283,330
|
+48%
|
|
|
9
|
|
$7.81M
|
+$39.4K
|
+3,534
|
+0.5%
|
|
|
10
|
CF Capital
Cohasset,
Massachusetts
|
$6.49M
|
+$2.54M
|
+228,482
|
+59%
|
|
|
11
|
Legal & General Group
London,
United Kingdom
|
$6.09M
|
+$289K
|
+25,986
|
+5%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$5.96M
|
+$164K
|
+14,715
|
+3%
|
|
|
13
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$5.47M
|
–
|
–
|
–
|
|
|
14
|
Diameter Capital Partners
New York
|
$5.35M
|
+$5.66M
|
+508,387
|
New
|
|
|
15
|
CAZ Investments
Houston,
Texas
|
$5.31M
|
+$5.4M
|
+484,665
|
+2,423%
|
|
|
16
|
Ares Management
Los Angeles,
California
|
$4.97M
|
+$2.59M
|
+232,187
|
+97%
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
$4.9M
|
+$3.07M
|
+275,273
|
+145%
|
|
|
18
|
Two Sigma Investments
New York
|
$4.73M
|
-$2.03M
|
-182,071
|
-29%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$4.68M
|
-$34.6K
|
-3,105
|
-0.7%
|
|
|
20
|
LSV Asset Management
Chicago,
Illinois
|
$3.71M
|
–
|
–
|
–
|
|
|
21
|
Novare Capital Management
Charlotte,
North Carolina
|
$3.03M
|
+$402K
|
+36,050
|
+14%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$2.95M
|
+$329K
|
+29,531
|
+12%
|
|
|
23
|
|
$2.92M
|
-$73.6K
|
-6,612
|
-2%
|
|
|
24
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.77M
|
-$2.08M
|
-186,724
|
-41%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.42M
|
+$477K
|
+42,786
|
+23%
|
|
