|
1
|
WBI Investments
Red Bank,
New Jersey
|
$58.9M
|
-$9.37M
|
-102,768
|
-14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$56.7M
|
-$1.38M
|
-15,147
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$56.2M
|
+$43.2M
|
+473,789
|
+393%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$38.2M
|
-$1.75M
|
-19,180
|
-5%
|
|
|
5
|
|
$38M
|
+$5.33M
|
+58,515
|
+17%
|
|
|
6
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$37.2M
|
+$3.08M
|
+33,800
|
+9%
|
|
|
7
|
New York Life Investment Management
New York
|
$36.3M
|
-$72.9K
|
-800
|
-0.2%
|
|
|
8
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$27.4M
|
–
|
–
|
–
|
|
|
9
|
|
$26.1M
|
+$14.5M
|
+159,393
|
+137%
|
|
|
10
|
|
$25.2M
|
+$5.91M
|
+64,853
|
+32%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$21.5M
|
-$1.19M
|
-13,039
|
-5%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.7M
|
-$2.49M
|
-27,364
|
-14%
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.1M
|
-$2.25M
|
-24,636
|
-16%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$10.4M
|
+$7.67M
|
+84,101
|
+330%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.28M
|
+$6.85M
|
+75,090
|
+599%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$7.13M
|
+$6.84M
|
+74,999
|
New
|
|
|
17
|
Agilis Partners
Waltham,
Massachusetts
|
$6.79M
|
+$498K
|
+5,460
|
+8%
|
|
|
18
|
Estate Counselors
Thiensville,
Wisconsin
|
$6.33M
|
+$6.11M
|
+66,980
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.92M
|
-$693K
|
-7,598
|
-13%
|
|
|
20
|
Sage Advisory Services
Austin,
Texas
|
$4.73M
|
+$2.97M
|
+32,575
|
+187%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.66M
|
-$1.51M
|
-16,537
|
-25%
|
|
|
22
|
Spinnaker Trust
Portland,
Maine
|
$4.53M
|
-$316K
|
-3,467
|
-7%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.2M
|
+$601K
|
+6,594
|
+17%
|
|
|
24
|
Thomasville National Bank
Thomasville,
Georgia
|
$4.13M
|
–
|
–
|
–
|
|
|
25
|
Rockland Trust
Hanover,
Massachusetts
|
$3.88M
|
–
|
–
|
–
|
|
