|
1
|
Bank of America
Charlotte,
North Carolina
|
$682M
|
+$49M
|
+1,489,360
|
+8%
|
|
|
2
|
|
$563M
|
+$180M
|
+5,468,553
|
+47%
|
|
|
3
|
|
$134M
|
+$3.91M
|
+118,766
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$98.5M
|
+$880K
|
+26,729
|
+0.9%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$98.4M
|
+$9.14M
|
+277,775
|
+10%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$95.2M
|
+$9.92M
|
+301,596
|
+12%
|
|
|
7
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$89.7M
|
-$6.82M
|
-207,100
|
-7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$84.1M
|
+$10.5M
|
+319,187
|
+14%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$83.6M
|
-$44.6M
|
-1,354,905
|
-35%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.9M
|
-$16.3M
|
-494,222
|
-17%
|
|
|
11
|
Evergreen Capital Management
Bellevue,
Washington
|
$63.5M
|
+$1.58M
|
+47,918
|
+3%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$60.6M
|
+$2.77M
|
+84,168
|
+5%
|
|
|
13
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$59.2M
|
-$32M
|
-973,449
|
-35%
|
|
|
14
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$57M
|
+$431K
|
+13,087
|
+0.8%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53.1M
|
+$1.36M
|
+41,328
|
+3%
|
|
|
16
|
CMC Financial Group
Atlanta,
Georgia
|
$51.1M
|
+$2.05M
|
+62,383
|
+4%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$50.5M
|
+$20M
|
+607,845
|
+66%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$49.6M
|
+$41M
|
+1,245,304
|
+483%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$48.9M
|
-$6.27M
|
-190,638
|
-11%
|
|
|
20
|
Horizon Investments
Charlotte,
North Carolina
|
$46.4M
|
+$6.16M
|
+187,333
|
+15%
|
|
|
21
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$46M
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.8M
|
-$1.87M
|
-56,828
|
-4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42M
|
+$4.95M
|
+150,409
|
+13%
|
|
|
24
|
Signify Wealth
Saint Louis,
Missouri
|
$41.7M
|
+$17.3M
|
+526,517
|
+71%
|
|
|
25
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$31.5M
|
+$3.49M
|
+106,097
|
+12%
|
|
