|
1
|
|
$2.02B
|
-$41.1M
|
-408,369
|
-2%
|
|
|
2
|
|
$511M
|
+$90.3M
|
+896,832
|
+22%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$371M
|
+$13.8M
|
+136,852
|
+4%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$308M
|
-$82.4K
|
-818
|
-0%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$264M
|
+$59.1M
|
+586,338
|
+29%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$245M
|
+$243M
|
+2,410,376
|
New
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$172M
|
+$162M
|
+1,604,330
|
+1,938%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$169M
|
+$25.1M
|
+248,943
|
+18%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$147M
|
+$25.3M
|
+251,505
|
+21%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$139M
|
-$162M
|
-1,608,922
|
-54%
|
|
|
11
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$135M
|
-$263K
|
-2,612
|
-0.2%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$117M
|
–
|
–
|
–
|
|
|
13
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$98.8M
|
+$2.83M
|
+28,124
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$96M
|
-$2M
|
-19,857
|
-2%
|
|
|
15
|
|
$90.7M
|
-$9.96M
|
-98,816
|
-10%
|
|
|
16
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$83.8M
|
+$35.4M
|
+351,810
|
+75%
|
|
|
17
|
Allianz Asset Management
Munich,
Germany
|
$80.3M
|
+$1.21K
|
+12
|
+0%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$79.9M
|
+$78.8M
|
+782,447
|
+24,016%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$77.8M
|
+$44.1M
|
+437,270
|
+133%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$73M
|
+$1.83M
|
+18,206
|
+3%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$63.9M
|
+$2.12M
|
+21,081
|
+3%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$63.1M
|
+$9.53M
|
+94,587
|
+18%
|
|
|
23
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$61.2M
|
+$60.6M
|
+601,600
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.6M
|
-$2.33M
|
-23,143
|
-4%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$52.9M
|
+$181K
|
+1,801
|
+0.3%
|
|
