|
1
|
Bank of America
Charlotte,
North Carolina
|
$749M
|
-$38.7M
|
-1,047,765
|
-5%
|
|
|
2
|
|
$212M
|
+$26.1M
|
+706,230
|
+14%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$157M
|
-$58M
|
-1,570,437
|
-27%
|
|
|
4
|
|
$108M
|
+$95.2M
|
+2,578,869
|
+732%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$108M
|
-$10.9K
|
-295
|
-0%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$106M
|
+$105M
|
+2,845,145
|
+14,134%
|
|
|
7
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$105M
|
+$95M
|
+2,574,000
|
+950%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83M
|
-$3.43M
|
-93,047
|
-4%
|
|
|
9
|
|
$74.9M
|
-$1.37M
|
-37,242
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$71M
|
-$14.6M
|
-395,580
|
-17%
|
|
|
11
|
Phoenix Financial
Givatayim,
Israel
|
$58.5M
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.5M
|
-$2.06M
|
-55,724
|
-4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$51M
|
+$4.69M
|
+127,191
|
+10%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$41.4M
|
-$2.8M
|
-75,759
|
-6%
|
|
|
15
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$38.2M
|
+$38.2M
|
+1,034,560
|
New
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$36.7M
|
+$36.7M
|
+994,710
|
New
|
|
|
17
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$35.4M
|
+$34.5M
|
+934,730
|
+4,023%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$34.3M
|
-$864K
|
-23,413
|
-2%
|
|
|
19
|
|
$30.8M
|
-$6.07M
|
-164,544
|
-16%
|
|
|
20
|
Money Design
Tokyo,
Japan
|
$24.9M
|
+$3.1M
|
+83,887
|
+14%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
-$932K
|
-25,262
|
-4%
|
|
|
22
|
ALPS Advisors
Denver,
Colorado
|
$23.2M
|
-$738K
|
-20,002
|
-3%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$22.2M
|
+$6.91M
|
+187,127
|
+46%
|
|
|
24
|
Swan Global Investments
Durango,
Colorado
|
$22M
|
-$646K
|
-17,507
|
-3%
|
|
|
25
|
Auto-Owners Insurance
Lansing,
Michigan
|
$21.6M
|
+$21.6M
|
+584,048
|
New
|
|
