|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$155B
|
-$132M
|
-2,404,801
|
Closed
|
|
|
2
|
|
$912M
|
+$120M
|
+2,194,657
|
+15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$267M
|
+$39.4M
|
+719,798
|
+17%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$204M
|
+$20.2M
|
+369,613
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$202M
|
+$13.2M
|
+241,597
|
+7%
|
|
|
6
|
|
$191M
|
+$2.04M
|
+37,208
|
+1%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$155M
|
+$17M
|
+310,351
|
+12%
|
|
|
8
|
Metis Global Partners
San Diego,
California
|
$141M
|
+$144M
|
+2,634,400
|
New
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$110M
|
+$6.12M
|
+111,762
|
+6%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$105M
|
+$1.09M
|
+19,828
|
+1%
|
|
|
11
|
DZ Bank
Frankfurt Am Main,
Germany
|
$104M
|
+$9.95M
|
+181,916
|
+10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$97.3M
|
-$6.91M
|
-126,300
|
-6%
|
|
|
13
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$86.9M
|
–
|
–
|
–
|
|
|
14
|
|
$79.8M
|
-$1.55M
|
-28,300
|
-2%
|
|
|
15
|
|
$62.4M
|
+$34.3M
|
+627,381
|
+116%
|
|
|
16
|
First Interstate Bank
Billings,
Montana
|
$58M
|
+$28M
|
+512,446
|
+89%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$49.2M
|
-$6.91M
|
-126,257
|
-12%
|
|
|
18
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$38.5M
|
-$75.1K
|
-1,373
|
-0.2%
|
|
|
19
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$38.5M
|
-$157M
|
-2,869,587
|
-80%
|
|
|
20
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$33.9M
|
+$651K
|
+11,900
|
+2%
|
|
|
21
|
Schroder Investment Management Group
London,
United Kingdom
|
$30.2M
|
+$30.3M
|
+553,969
|
New
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$29.4M
|
-$961K
|
-17,562
|
-3%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.2M
|
+$7.51M
|
+137,220
|
+33%
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$25.4M
|
+$4.45M
|
+81,393
|
+21%
|
|
|
25
|
New England Asset Management
Farmington,
Connecticut
|
$24.5M
|
+$93K
|
+1,700
|
+0.4%
|
|
