|
1
|
|
$281M
|
-$46M
|
-482,351
|
-12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$144M
|
+$7.27M
|
+76,259
|
+5%
|
|
|
3
|
|
$85M
|
+$7.2M
|
+75,510
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$68.5M
|
-$9.46M
|
-99,305
|
-11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$52.1M
|
-$1.24M
|
-13,017
|
-2%
|
|
|
6
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$43.7M
|
+$50.5M
|
+530,000
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$29.6M
|
-$49.3M
|
-517,762
|
-59%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26M
|
-$8.12M
|
-85,194
|
-21%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$25.3M
|
+$524K
|
+5,499
|
+2%
|
|
|
10
|
KCM Investment Advisors
Greenbrae,
California
|
$22.1M
|
+$4.76M
|
+49,922
|
+23%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$816K
|
+8,564
|
+4%
|
|
|
12
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$19.5M
|
-$377K
|
-3,951
|
-2%
|
|
|
13
|
Personal Capital Advisors
Redwood City,
California
|
$16.9M
|
+$1.48M
|
+15,543
|
+8%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.5M
|
+$18.9M
|
+197,906
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$15.8M
|
-$226K
|
-2,369
|
-1%
|
|
|
16
|
|
$14.2M
|
+$1.14M
|
+11,916
|
+7%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$11.8M
|
+$187K
|
+1,962
|
+1%
|
|
|
18
|
Prudential Financial
Newark,
New Jersey
|
$11.6M
|
-$4.5M
|
-47,250
|
-25%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.83M
|
-$14.5M
|
-151,962
|
-56%
|
|
|
20
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$8.47M
|
–
|
–
|
–
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.06M
|
+$431K
|
+4,527
|
+5%
|
|
|
22
|
Zurich Insurance Group
Zurich,
Switzerland
|
$7.73M
|
-$264K
|
-2,766
|
-3%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.48M
|
-$1.38M
|
-14,485
|
-14%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.99M
|
-$5.19M
|
-54,441
|
-39%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.84M
|
-$2.39M
|
-25,057
|
-23%
|
|
