|
1
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
+$8.15M
|
+166,351
|
+5%
|
|
|
2
|
|
$163M
|
+$2.41M
|
+49,216
|
+2%
|
|
|
3
|
|
$150M
|
-$7.16M
|
-146,284
|
-5%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$134M
|
-$227K
|
-4,632
|
-0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$14.1M
|
+288,645
|
+14%
|
|
|
6
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$115M
|
-$73.4M
|
-1,500,103
|
-39%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$107M
|
+$105M
|
+2,154,531
|
+7,979,744%
|
|
|
8
|
IndexIQ Advisors
New York
|
$102M
|
-$23.1M
|
-471,952
|
-19%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60.6M
|
+$20.9M
|
+425,882
|
+53%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$57.4M
|
+$8.26M
|
+168,681
|
+17%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$54.5M
|
+$4.66M
|
+95,120
|
+9%
|
|
|
12
|
Prudential Financial
Newark,
New Jersey
|
$39.9M
|
+$891K
|
+18,200
|
+2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$39.7M
|
+$4.94M
|
+100,863
|
+14%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.6M
|
+$9.27M
|
+189,382
|
+37%
|
|
|
15
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$30.9M
|
+$2.28M
|
+46,505
|
+8%
|
|
|
16
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$30.7M
|
-$4.24M
|
-86,579
|
-12%
|
|
|
17
|
|
$30.5M
|
-$261K
|
-5,337
|
-0.9%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.3M
|
+$2.59M
|
+52,966
|
+10%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$881K
|
+17,983
|
+3%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22.9M
|
-$1.27M
|
-25,950
|
-5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.6M
|
+$1.25M
|
+25,560
|
+6%
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
$20.7M
|
-$813K
|
-16,607
|
-4%
|
|
|
23
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$20.3M
|
-$430K
|
-8,789
|
-2%
|
|
|
24
|
State Street
Boston,
Massachusetts
|
$19.9M
|
-$6.81M
|
-139,110
|
-26%
|
|
|
25
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$19.9M
|
+$94.2K
|
+1,924
|
+0.5%
|
|
