|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$671M
|
-$20M
|
-188,077
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$551M
|
+$62M
|
+582,447
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$503M
|
+$14.9M
|
+139,849
|
+3%
|
|
|
4
|
Wealthcare Capital Management
Richmond,
Virginia
|
$368M
|
+$35M
|
+328,907
|
+10%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$297M
|
+$25.1M
|
+235,504
|
+9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
-$113M
|
-1,064,630
|
-36%
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$155M
|
+$48.4M
|
+454,876
|
+44%
|
|
|
8
|
Graticule Asia Macro Advisors
New York
|
$140M
|
+$142M
|
+1,335,000
|
New
|
|
|
9
|
|
$123M
|
-$2.94M
|
-27,655
|
-2%
|
|
|
10
|
Madison Investment Holdings
Madison,
Wisconsin
|
$118M
|
-$21M
|
-197,275
|
-15%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
-$9.2M
|
-86,436
|
-8%
|
|
|
12
|
|
$106M
|
+$74.8M
|
+702,392
|
+232%
|
|
|
13
|
City National Bank
Beverly Hills,
Delaware
|
$65.9M
|
-$5.7M
|
-53,560
|
-8%
|
|
|
14
|
New York Life Investment Management
New York
|
$57.5M
|
+$17.4M
|
+163,502
|
+43%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.6M
|
-$2.91M
|
-27,333
|
-6%
|
|
|
16
|
|
$45.8M
|
+$34.8M
|
+326,361
|
+297%
|
|
|
17
|
Peavine Capital
Reno,
Nevada
|
$45M
|
+$14.5M
|
+135,849
|
+46%
|
|
|
18
|
|
$44.7M
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$39.1M
|
-$26.8M
|
-251,896
|
-40%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.3M
|
-$1.93M
|
-18,109
|
-5%
|
|
|
21
|
Itau USA Asset Management
New York
|
$37.3M
|
+$22.3M
|
+209,800
|
+145%
|
|
|
22
|
|
$35M
|
-$1.51M
|
-14,160
|
-4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$34.5M
|
-$18.6M
|
-174,783
|
-35%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$32.2M
|
+$4.8M
|
+45,075
|
+17%
|
|
|
25
|
Park Avenue Securities
New York
|
$32M
|
+$2.02M
|
+18,966
|
+7%
|
|
