|
1
|
UBS Group
Zurich,
Switzerland
|
$590M
|
-$56M
|
-1,417,230
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$587M
|
+$54M
|
+1,367,031
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$428M
|
+$18.4M
|
+466,706
|
+4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$376M
|
+$45.7M
|
+1,157,741
|
+14%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$341M
|
+$280M
|
+7,094,414
|
+463%
|
|
|
6
|
|
$245M
|
+$113M
|
+2,870,575
|
+86%
|
|
|
7
|
Alaska Permanent Fund
Juneau,
Alaska
|
$180M
|
–
|
–
|
–
|
|
|
8
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$147M
|
+$1.8M
|
+45,609
|
+1%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$116M
|
+$83.1M
|
+2,104,048
|
+254%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$112M
|
-$109K
|
-2,755
|
-0.1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$96.4M
|
+$826K
|
+20,910
|
+0.9%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$73.8M
|
+$40M
|
+1,013,576
|
+118%
|
|
|
13
|
Morningstar Investment Services
Chicago,
Illinois
|
$64.3M
|
+$9.91M
|
+251,036
|
+18%
|
|
|
14
|
|
$55.8M
|
+$2.63M
|
+66,627
|
+5%
|
|
|
15
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$51.3M
|
+$51.3M
|
+1,300,000
|
New
|
|
|
16
|
American Century Companies
Kansas City,
Missouri
|
$49.9M
|
+$21.9M
|
+554,800
|
+78%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.1M
|
+$28.8M
|
+729,719
|
+166%
|
|
|
18
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$40.2M
|
+$39.9M
|
+1,011,411
|
+13,221%
|
|
|
19
|
Morningstar Investment Management
Chicago,
Illinois
|
$37.3M
|
+$4.86M
|
+123,187
|
+15%
|
|
|
20
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$33.3M
|
-$1.62M
|
-40,969
|
-5%
|
|
|
21
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$30.8M
|
+$4.23M
|
+107,227
|
+16%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.2M
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.9M
|
-$4.61M
|
-116,755
|
-13%
|
|
|
24
|
|
$15.7M
|
-$30.1M
|
-762,498
|
-66%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$14.2M
|
-$125K
|
-3,167
|
-0.9%
|
|
