|
1
|
Bank of America
Charlotte,
North Carolina
|
$91.3M
|
+$11.7M
|
+128,992
|
+15%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$48.6M
|
-$2.61M
|
-28,684
|
-5%
|
|
|
3
|
Managed Account Advisors
Jersey City,
New Jersey
|
$38.9M
|
+$1.04M
|
+11,413
|
+3%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$37.6M
|
–
|
–
|
–
|
|
|
5
|
New York Life Investment Management
New York
|
$36.7M
|
+$36.2M
|
+397,000
|
New
|
|
|
6
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$26.8M
|
+$26.4M
|
+290,000
|
New
|
|
|
7
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$19.4M
|
+$8.48M
|
+93,100
|
+80%
|
|
|
8
|
Glovista Investments
Jersey City,
New Jersey
|
$19.3M
|
+$19M
|
+208,595
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$1.98M
|
+21,749
|
+13%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$16.2M
|
+$1.85M
|
+20,266
|
+13%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$13.8M
|
-$701K
|
-7,693
|
-5%
|
|
|
12
|
|
$12.1M
|
+$4.71M
|
+51,728
|
+66%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$10.6M
|
–
|
–
|
–
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$9.62M
|
+$9.48M
|
+104,084
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$8.17M
|
+$11.5K
|
+126
|
+0.1%
|
|
|
16
|
Agilis Partners
Waltham,
Massachusetts
|
$8.04M
|
+$7.92M
|
+87,006
|
New
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.74M
|
+$207K
|
+2,270
|
+3%
|
|
|
18
|
Thomasville National Bank
Thomasville,
Georgia
|
$4.42M
|
-$247K
|
-2,717
|
-5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.34M
|
+$450K
|
+4,943
|
+12%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$4.08M
|
+$3.99M
|
+43,849
|
+16,996%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.07M
|
-$1.44M
|
-15,850
|
-26%
|
|
|
22
|
Rockland Trust
Hanover,
Massachusetts
|
$3.8M
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.28M
|
+$3.23M
|
+35,516
|
New
|
|
|
24
|
Wellington Management Group
Boston,
Massachusetts
|
$2.6M
|
-$2.81M
|
-30,798
|
-52%
|
|
|
25
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.36M
|
-$170K
|
-1,871
|
-7%
|
|
