|
1
|
Creative Planning
Overland Park,
Kansas
|
$274M
|
-$297M
|
-10,850,487
|
-52%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$210M
|
-$49.1M
|
-1,793,534
|
-19%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$83.9M
|
+$5.77M
|
+210,626
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$76.5M
|
+$3.63M
|
+132,681
|
+5%
|
|
|
5
|
Neuberger Berman Group
New York
|
$60.5M
|
+$1.59M
|
+58,165
|
+3%
|
|
|
6
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$60M
|
–
|
–
|
–
|
|
|
7
|
|
$49.2M
|
-$4.84M
|
-176,733
|
-9%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$41.4M
|
+$639K
|
+23,342
|
+2%
|
|
|
9
|
|
$39.5M
|
+$10.3M
|
+377,393
|
+35%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$36.1M
|
-$2.54M
|
-92,882
|
-7%
|
|
|
11
|
D'Orazio & Associates
Falls Church,
Virginia
|
$26.2M
|
-$500K
|
-18,260
|
-2%
|
|
|
12
|
Horizon Investments
Charlotte,
North Carolina
|
$26.2M
|
-$4.49M
|
-163,750
|
-14%
|
|
|
13
|
Cantor Fitzgerald Investment Advisors
New York
|
$26M
|
-$716K
|
-26,153
|
-3%
|
|
|
14
|
Employees Retirement System of Texas
Austin,
Texas
|
$25.8M
|
–
|
–
|
–
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$23.9M
|
+$1.75M
|
+63,864
|
+8%
|
|
|
16
|
Sigma Investment Counselors
Northville,
Michigan
|
$23.9M
|
+$455K
|
+16,625
|
+2%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$23.5M
|
+$1.49M
|
+54,452
|
+7%
|
|
|
18
|
|
$23.4M
|
-$4.82M
|
-176,000
|
-17%
|
|
|
19
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.4M
|
-$112K
|
-4,072
|
-0.5%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$1.34M
|
+48,941
|
+6%
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$19.1M
|
+$1.57M
|
+57,346
|
+9%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$14.1M
|
-$9.45M
|
-345,048
|
-40%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$14M
|
+$2.31M
|
+84,163
|
+20%
|
|
|
24
|
|
$13.9M
|
-$1.1K
|
-40
|
-0%
|
|
|
25
|
Value Monitoring
Menlo Park,
California
|
$12.9M
|
+$12.9M
|
+472,400
|
New
|
|
