|
1
|
|
$267M
|
-$11.8M
|
-128,367
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$166M
|
-$78.7M
|
-853,990
|
-33%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$130M
|
+$120K
|
+1,298
|
+0.1%
|
|
|
4
|
|
$89.8M
|
-$6.25M
|
-67,789
|
-7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$80.8M
|
-$11.6M
|
-125,917
|
-13%
|
|
|
6
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$52.7M
|
+$47.8M
|
+518,500
|
+1,951%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$45.6M
|
-$1.97M
|
-21,404
|
-4%
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$36M
|
+$4.48M
|
+48,561
|
+15%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.1M
|
+$14.9M
|
+162,155
|
+90%
|
|
|
10
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$28.5M
|
+$27.1M
|
+294,461
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.4M
|
-$2M
|
-21,677
|
-8%
|
|
|
12
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$24M
|
+$7.55M
|
+81,891
|
+49%
|
|
|
13
|
KCM Investment Advisors
Greenbrae,
California
|
$22.4M
|
+$782K
|
+8,479
|
+4%
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$20.9M
|
-$1.61M
|
-17,451
|
-7%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$19M
|
-$14.2M
|
-154,460
|
-44%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$17.7M
|
+$959K
|
+10,400
|
+6%
|
|
|
17
|
L.J. Altfest & Co
New York
|
$16M
|
+$15.2M
|
+165,218
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.2M
|
+$8.55M
|
+92,715
|
+144%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$15M
|
+$472K
|
+5,123
|
+3%
|
|
|
20
|
|
$14.2M
|
-$8.06M
|
-87,487
|
-37%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$14.1M
|
-$642K
|
-6,964
|
-5%
|
|
|
22
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$11.4M
|
-$37.8M
|
-410,000
|
-78%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.2M
|
+$1.65M
|
+17,850
|
+20%
|
|
|
24
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$9.93M
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.47M
|
-$158K
|
-1,710
|
-2%
|
|
