|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$1.11B
|
+$658M
|
+6,389,823
|
+147%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$431M
|
-$48M
|
-466,340
|
-10%
|
|
|
3
|
|
$350M
|
+$85.5M
|
+830,168
|
+32%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$345M
|
+$161M
|
+1,567,704
|
+88%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$322M
|
+$13.3M
|
+129,628
|
+4%
|
|
|
6
|
Wealthcare Capital Management
Richmond,
Virginia
|
$280M
|
+$8.33M
|
+80,936
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$184M
|
-$175M
|
-1,698,530
|
-48%
|
|
|
8
|
Windhaven Investment Management
Boston,
Massachusetts
|
$127M
|
+$1.31M
|
+12,697
|
+1%
|
|
|
9
|
Madison Investment Holdings
Madison,
Wisconsin
|
$122M
|
-$5.61M
|
-54,507
|
-4%
|
|
|
10
|
|
$117M
|
-$42.5M
|
-413,097
|
-27%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$117M
|
+$116M
|
+1,125,971
|
+16,145%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$102M
|
+$5.47M
|
+53,115
|
+6%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$97.5M
|
+$26.9M
|
+260,858
|
+38%
|
|
|
14
|
|
$84.8M
|
-$449K
|
-4,362
|
-0.5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77.9M
|
-$16.1M
|
-156,085
|
-17%
|
|
|
16
|
Peavine Capital
Reno,
Nevada
|
$69M
|
+$1.99M
|
+19,283
|
+3%
|
|
|
17
|
1607 Capital Partners
Richmond,
Virginia
|
$68.5M
|
-$14.7M
|
-142,600
|
-18%
|
|
|
18
|
Saba Capital Management
New York
|
$68.3M
|
+$68.1M
|
+661,508
|
New
|
|
|
19
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$65.5M
|
+$34M
|
+330,613
|
+109%
|
|
|
20
|
United Services Automobile Association
San Antonio,
Texas
|
$65.3M
|
-$26.7M
|
-259,557
|
-29%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$62.1M
|
+$1.69M
|
+16,444
|
+3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$61.5M
|
-$38.3M
|
-372,390
|
-38%
|
|
|
23
|
Investure LLC
Charlottesville,
Virginia
|
$59.2M
|
+$47.7M
|
+463,375
|
+422%
|
|
|
24
|
Brouwer & Janachowski
Mill Valley,
California
|
$55.1M
|
+$55M
|
+533,641
|
New
|
|
|
25
|
Mizuho Trust & Banking
Tokyo,
Japan
|
$54.7M
|
+$54.6M
|
+530,000
|
New
|
|
