|
1
|
Creative Planning
Overland Park,
Kansas
|
$423M
|
+$170M
|
+4,604,451
|
+70%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$369M
|
-$213M
|
-5,773,250
|
-37%
|
|
|
3
|
|
$193M
|
-$4.75M
|
-128,672
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$136M
|
-$11.6M
|
-314,546
|
-8%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$110M
|
-$11K
|
-298
|
-0%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$69.4M
|
-$4.99M
|
-135,298
|
-7%
|
|
|
7
|
Phoenix Financial
Givatayim,
Israel
|
$59.7M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$57.1M
|
+$2.48M
|
+67,254
|
+5%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$47M
|
+$7.94M
|
+215,376
|
+21%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$42.9M
|
+$1.2M
|
+32,403
|
+3%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$42.8M
|
+$113K
|
+3,065
|
+0.3%
|
|
|
12
|
Millennium Management
New York
|
$41.7M
|
+$40.8M
|
+1,106,681
|
New
|
|
|
13
|
|
$32.7M
|
+$11.7M
|
+317,173
|
+58%
|
|
|
14
|
|
$31.6M
|
-$6.56M
|
-177,759
|
-17%
|
|
|
15
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$29.5M
|
+$28.9M
|
+784,000
|
New
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
$27.4M
|
-$1.16M
|
-31,444
|
-4%
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$27.1M
|
+$1.31M
|
+35,555
|
+5%
|
|
|
18
|
Money Design
Tokyo,
Japan
|
$26.7M
|
-$664K
|
-17,997
|
-2%
|
|
|
19
|
Cullen Capital Management
New York
|
$26.6M
|
+$26M
|
+706,188
|
New
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$24.6M
|
+$10.2M
|
+275,808
|
+494%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.7M
|
+$3.08M
|
+83,573
|
+15%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.5M
|
+$3M
|
+81,267
|
+15%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$23.3M
|
+$1.23M
|
+33,213
|
+6%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$22.1M
|
+$3.05M
|
+82,722
|
+16%
|
|
|
25
|
Auto-Owners Insurance
Lansing,
Michigan
|
$22M
|
–
|
–
|
–
|
|
