|
1
|
Bank of America
Charlotte,
North Carolina
|
$452M
|
+$41.5M
|
+446,859
|
+11%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$94.9M
|
+$46.9K
|
+505
|
+0.1%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$81.5M
|
–
|
–
|
–
|
|
|
4
|
|
$47.7M
|
+$158K
|
+1,705
|
+0.4%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35M
|
+$26.5M
|
+285,469
|
+404%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.2M
|
-$1.01M
|
-10,919
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
-$31.8M
|
-342,837
|
-57%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
-$23.9M
|
-256,900
|
-63%
|
|
|
9
|
Xponance
Philadelphia,
Pennsylvania
|
$12M
|
+$1.63M
|
+17,565
|
+17%
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$10.2M
|
-$143K
|
-1,544
|
-1%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$10.2M
|
+$1.77M
|
+19,027
|
+22%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$10.1M
|
–
|
–
|
–
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$9.55M
|
+$627K
|
+6,750
|
+7%
|
|
|
14
|
New York State Common Retirement Fund
Albany,
New York
|
$7.92M
|
+$1.25M
|
+13,488
|
+20%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.51M
|
+$1.12M
|
+12,057
|
+19%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$7.24M
|
-$4.14M
|
-44,580
|
-38%
|
|
|
17
|
FundX Investment Group
San Francisco,
California
|
$7.09M
|
+$3.96M
|
+42,702
|
+146%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.95M
|
-$113K
|
-1,213
|
-2%
|
|
|
19
|
Spinnaker Trust
Portland,
Maine
|
$6.74M
|
+$49.9K
|
+538
|
+0.8%
|
|
|
20
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.7M
|
-$5.59M
|
-60,166
|
-47%
|
|
|
21
|
Keel Point
Huntsville,
Alabama
|
$6.28M
|
+$4.75M
|
+51,175
|
+403%
|
|
|
22
|
Berkeley Capital Partners
Milton,
Georgia
|
$6.23M
|
+$747K
|
+8,042
|
+15%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$6.18M
|
+$180K
|
+1,938
|
+3%
|
|
|
24
|
Giralda Advisors
New York
|
$5.77M
|
-$4.84M
|
-52,100
|
-47%
|
|
|
25
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$5.05M
|
-$71.5K
|
-770
|
-1%
|
|
