|
1
|
Bank of America
Charlotte,
North Carolina
|
$482M
|
+$12M
|
+229,016
|
+3%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$165M
|
-$36.1M
|
-688,957
|
-18%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$92.3M
|
+$1.28M
|
+24,480
|
+1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85.1M
|
-$4.96M
|
-94,601
|
-6%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.9M
|
+$3.66M
|
+69,812
|
+5%
|
|
|
6
|
|
$67.8M
|
+$9.99M
|
+190,642
|
+18%
|
|
|
7
|
Counterpoint Mutual Funds
San Diego,
California
|
$66.2M
|
+$21.3M
|
+406,700
|
+48%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$60.4M
|
+$1.32M
|
+25,109
|
+2%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$55.9M
|
+$2.58M
|
+49,277
|
+5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48M
|
+$4.53M
|
+86,526
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$44M
|
-$2.27M
|
-43,311
|
-5%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$40.8M
|
-$3.56M
|
-67,880
|
-8%
|
|
|
13
|
|
$40M
|
-$309K
|
-5,894
|
-0.8%
|
|
|
14
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$35.6M
|
-$395K
|
-7,539
|
-1%
|
|
|
15
|
Forum Financial Management
Lombard,
Illinois
|
$34.1M
|
+$1.9M
|
+36,316
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$33.9M
|
+$3.86M
|
+73,749
|
+13%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$33M
|
+$2.47M
|
+47,096
|
+8%
|
|
|
18
|
Regions Financial Corp
Birmingham,
Alabama
|
$29.6M
|
+$677K
|
+12,927
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$24.5M
|
+$2.34M
|
+44,704
|
+11%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$22.6M
|
-$2.03M
|
-38,669
|
-8%
|
|
|
21
|
Man Group
London,
United Kingdom
|
$20.9M
|
+$2.02M
|
+38,608
|
+11%
|
|
|
22
|
Bank of New York Mellon
New York
|
$19M
|
-$335K
|
-6,400
|
-2%
|
|
|
23
|
Avantax Planning Partners
Dubuque,
Iowa
|
$18.8M
|
-$6.19M
|
-118,247
|
-25%
|
|
|
24
|
Ocean Park Asset Management
Santa Monica,
California
|
$17.4M
|
+$830K
|
+15,840
|
+5%
|
|
|
25
|
Renaissance Technologies
New York
|
$13M
|
+$4.83M
|
+92,300
|
+61%
|
|
