|
1
|
|
$727M
|
-$52.9M
|
-901,048
|
-7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$225M
|
+$99.7M
|
+1,698,160
|
+85%
|
|
|
3
|
|
$196M
|
-$9.5M
|
-161,770
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
+$3.31M
|
+56,452
|
+2%
|
|
|
5
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$114M
|
-$1.88M
|
-31,947
|
-2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$105M
|
-$2.52M
|
-42,967
|
-2%
|
|
|
7
|
|
$91.1M
|
+$12.5M
|
+212,278
|
+17%
|
|
|
8
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$80.6M
|
+$18.3M
|
+312,486
|
+31%
|
|
|
9
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$67.1M
|
–
|
–
|
–
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$61.6M
|
-$2.03M
|
-34,561
|
-3%
|
|
|
11
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$59.1M
|
+$19M
|
+323,722
|
+50%
|
|
|
12
|
DZ Bank
Frankfurt Am Main,
Germany
|
$53.4M
|
+$12.6M
|
+214,686
|
+32%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$53.1M
|
-$821K
|
-13,995
|
-2%
|
|
|
14
|
WestEnd Advisors
Charlotte,
North Carolina
|
$52.7M
|
+$1.07M
|
+18,227
|
+2%
|
|
|
15
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$52.5M
|
+$15M
|
+256,064
|
+42%
|
|
|
16
|
|
$50.1M
|
-$2.07M
|
-35,321
|
-4%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$49.5M
|
+$554K
|
+9,441
|
+1%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$40.6M
|
-$1.07M
|
-18,193
|
-3%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$38M
|
+$10.4M
|
+178,014
|
+40%
|
|
|
20
|
Fisher Asset Management
Camas,
Washington
|
$36.2M
|
-$3.63M
|
-61,891
|
-9%
|
|
|
21
|
|
$35.4M
|
+$2.97M
|
+50,600
|
+10%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$34.9M
|
-$966K
|
-16,463
|
-3%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$34.2M
|
+$23.8M
|
+405,527
|
+261%
|
|
|
24
|
Americana Partners
Houston,
Texas
|
$33.4M
|
+$2.69M
|
+45,834
|
+9%
|
|
|
25
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$29.7M
|
+$9.22M
|
+157,000
|
+48%
|
|
