|
1
|
Creative Planning
Overland Park,
Kansas
|
$515M
|
+$144M
|
+3,904,631
|
+35%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$310M
|
-$25.3M
|
-682,421
|
-7%
|
|
|
3
|
|
$160M
|
-$15.8M
|
-427,115
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$114M
|
-$9.67M
|
-261,369
|
-7%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$99.5M
|
+$9.21K
|
+249
|
+0%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$63.2M
|
+$490K
|
+13,250
|
+0.7%
|
|
|
7
|
Phoenix Financial
Givatayim,
Israel
|
$54M
|
–
|
–
|
–
|
|
|
8
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$50.8M
|
+$26.1M
|
+706,600
|
+90%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$46M
|
+$2.71M
|
+73,275
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$42.7M
|
-$9.62M
|
-260,042
|
-17%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$37.1M
|
-$1.79M
|
-48,499
|
-4%
|
|
|
12
|
|
$26.8M
|
-$1.95M
|
-52,777
|
-6%
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
$26.1M
|
+$1.43M
|
+38,610
|
+5%
|
|
|
14
|
Money Design
Tokyo,
Japan
|
$24.9M
|
+$921K
|
+24,898
|
+4%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$23.8M
|
+$2.99M
|
+80,932
|
+13%
|
|
|
16
|
Winton Group
London,
United Kingdom
|
$23.7M
|
+$16.9M
|
+456,713
|
+192%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$23.4M
|
+$25.4M
|
+685,616
|
New
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23M
|
+$1.92M
|
+51,979
|
+8%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$22.5M
|
+$2.74M
|
+74,005
|
+13%
|
|
|
20
|
|
$21.1M
|
-$9.14M
|
-247,102
|
-29%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$20.1M
|
-$4.79M
|
-129,494
|
-18%
|
|
|
22
|
Auto-Owners Insurance
Lansing,
Michigan
|
$19.9M
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.7M
|
-$2.94M
|
-79,324
|
-13%
|
|
|
24
|
AGF Management
Toronto,
Ontario, Canada
|
$18.3M
|
+$10.6M
|
+285,394
|
+114%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.6M
|
-$2.35M
|
-63,510
|
-11%
|
|
