|
1
|
UBS Group
Zurich,
Switzerland
|
$626M
|
+$73M
|
+1,953,976
|
+14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$517M
|
+$30.4M
|
+812,548
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$396M
|
+$9.26M
|
+247,857
|
+2%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$320M
|
+$312M
|
+8,364,318
|
+78,760%
|
|
|
5
|
Alaska Permanent Fund
Juneau,
Alaska
|
$174M
|
–
|
–
|
–
|
|
|
6
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$141M
|
+$138M
|
+3,689,893
|
New
|
|
|
7
|
|
$128M
|
+$45.8M
|
+1,227,108
|
+58%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$109M
|
-$6.16M
|
-164,865
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$92.5M
|
+$39.4M
|
+1,053,627
|
+77%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$58.6M
|
+$57.3M
|
+1,533,625
|
New
|
|
|
11
|
|
$57.9M
|
+$56.6M
|
+1,516,003
|
New
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$52.3M
|
+$34.3M
|
+917,557
|
+197%
|
|
|
13
|
|
$51.7M
|
+$23.4M
|
+625,688
|
+86%
|
|
|
14
|
Prudential Financial
Newark,
New Jersey
|
$47.7M
|
+$46.7M
|
+1,249,042
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$44.7M
|
+$43.7M
|
+1,169,237
|
New
|
|
|
16
|
|
$44.4M
|
+$43.3M
|
+1,160,355
|
+966,963%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$33.8M
|
-$141M
|
-3,785,208
|
-81%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.7M
|
-$6.77M
|
-181,203
|
-17%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$32.7M
|
-$131M
|
-3,506,954
|
-80%
|
|
|
20
|
Fisher Asset Management
Camas,
Washington
|
$31.6M
|
+$30.9M
|
+827,236
|
New
|
|
|
21
|
Morningstar Investment Management
Chicago,
Illinois
|
$31.4M
|
+$21.6M
|
+577,608
|
+236%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.2M
|
–
|
–
|
–
|
|
|
23
|
American Century Companies
Kansas City,
Missouri
|
$27.1M
|
-$9.69M
|
-259,300
|
-27%
|
|
|
24
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$25.7M
|
+$1.99M
|
+53,313
|
+9%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
-$75.1M
|
-2,010,311
|
-82%
|
|
