|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$183M
|
+$176M
|
+1,937,464
|
+1,707%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$179M
|
+$172M
|
+1,895,514
|
+1,724%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$54M
|
+$6.33M
|
+69,864
|
+13%
|
|
|
4
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$44.8M
|
+$5.93M
|
+65,400
|
+15%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$35.4M
|
-$241K
|
-2,658
|
-0.7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$35M
|
-$14.4M
|
-159,229
|
-29%
|
|
|
7
|
New York Life Investment Management
New York
|
$34.9M
|
+$335K
|
+3,700
|
+1%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$29.5M
|
-$947K
|
-10,443
|
-3%
|
|
|
9
|
|
$27.5M
|
+$7.45M
|
+82,225
|
+36%
|
|
|
10
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$25.9M
|
–
|
–
|
–
|
|
|
11
|
|
$24.7M
|
-$1.48M
|
-16,318
|
-6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$16.9M
|
+$11.8M
|
+130,280
|
+222%
|
|
|
13
|
Bank of New York Mellon
New York
|
$14.6M
|
+$7.18M
|
+79,160
|
+94%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.5M
|
+$10.2M
|
+112,716
|
+290%
|
|
|
15
|
Nomura Asset Management
Tokyo,
Japan
|
$13M
|
+$7.42M
|
+81,800
|
+129%
|
|
|
16
|
Madison Investment Holdings
Madison,
Wisconsin
|
$12.1M
|
+$12.3M
|
+135,760
|
New
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8.48M
|
-$3.07M
|
-33,846
|
-26%
|
|
|
18
|
Braver Wealth Management
Needham,
Massachusetts
|
$6.08M
|
-$421K
|
-4,645
|
-6%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$4.74M
|
-$4.66M
|
-51,417
|
-49%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
$4.14M
|
+$97.6K
|
+1,076
|
+2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.06M
|
-$171K
|
-1,888
|
-4%
|
|
|
22
|
Agilis Partners
Waltham,
Massachusetts
|
$3.97M
|
-$4.02M
|
-44,369
|
-50%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.94M
|
-$66.1K
|
-729
|
-2%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.77M
|
-$2.34M
|
-25,833
|
-38%
|
|
|
25
|
Rockland Trust
Hanover,
Massachusetts
|
$3.62M
|
-$51.5K
|
-568
|
-1%
|
|
