|
1
|
WBI Investments
Red Bank,
New Jersey
|
$125M
|
+$65.7M
|
+687,097
|
+110%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$52.7M
|
-$4.14M
|
-43,269
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$51.2M
|
-$6.22M
|
-65,110
|
-11%
|
|
|
4
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$41.7M
|
+$4.04M
|
+42,300
|
+11%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$38.2M
|
-$409K
|
-4,277
|
-1%
|
|
|
6
|
New York Life Investment Management
New York
|
$37M
|
+$239K
|
+2,500
|
+0.7%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$32.4M
|
+$10.7M
|
+111,709
|
+49%
|
|
|
8
|
|
$28M
|
+$2.47M
|
+25,828
|
+10%
|
|
|
9
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$27.8M
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$23.7M
|
+$23.7M
|
+247,450
|
New
|
|
|
11
|
|
$21.6M
|
-$16.8M
|
-176,185
|
-44%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
+$15.8M
|
+165,572
|
+318%
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.3M
|
+$57.9K
|
+606
|
+0.5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$2.47M
|
+25,872
|
+30%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
+$3.34M
|
+34,980
|
+47%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$10M
|
-$485K
|
-5,074
|
-5%
|
|
|
17
|
Agilis Partners
Waltham,
Massachusetts
|
$8.5M
|
+$1.62M
|
+16,939
|
+24%
|
|
|
18
|
Bank of New York Mellon
New York
|
$8.07M
|
+$6.37M
|
+66,685
|
+378%
|
|
|
19
|
Braver Wealth Management
Needham,
Massachusetts
|
$6.95M
|
+$6.94M
|
+72,638
|
New
|
|
|
20
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.51M
|
-$9.36M
|
-97,876
|
-59%
|
|
|
21
|
Estate Counselors
Thiensville,
Wisconsin
|
$6.37M
|
-$42.1K
|
-440
|
-0.7%
|
|
|
22
|
Nomura Asset Management
Tokyo,
Japan
|
$6.06M
|
+$6.05M
|
+63,300
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.62M
|
+$1.36M
|
+14,265
|
+32%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.45M
|
-$104K
|
-1,090
|
-2%
|
|
|
25
|
Spinnaker Trust
Portland,
Maine
|
$4.33M
|
-$254K
|
-2,659
|
-6%
|
|
