|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.2B
|
+$717M
|
+23,265,586
|
+13%
|
|
|
2
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$2.2B
|
+$1.38B
|
+44,922,664
|
+167%
|
|
|
3
|
VOYA Investment Management
Atlanta,
Georgia
|
$384M
|
+$3.19M
|
+103,700
|
+0.8%
|
|
|
4
|
|
$314M
|
-$28.2M
|
-914,196
|
-8%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$266M
|
+$47M
|
+1,527,080
|
+21%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$189M
|
-$1.42M
|
-46,202
|
-0.7%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$179M
|
+$16.1M
|
+521,618
|
+10%
|
|
|
8
|
NextCapital Advisers
Chicago,
Illinois
|
$163M
|
+$29M
|
+941,726
|
+22%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$118M
|
-$11.1M
|
-361,028
|
-9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$115M
|
+$75.6M
|
+2,453,700
|
+186%
|
|
|
11
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$108M
|
-$10.1M
|
-329,256
|
-8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$24.8M
|
+806,402
|
+31%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$103M
|
+$15.6M
|
+507,694
|
+18%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$90.7M
|
+$2.01M
|
+65,312
|
+2%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$90.3M
|
+$5M
|
+162,330
|
+6%
|
|
|
16
|
Temasek Holdings
Singapore
|
$83.9M
|
–
|
–
|
–
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$65.2M
|
+$1.11M
|
+35,946
|
+2%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$56.1M
|
+$6.77M
|
+219,884
|
+14%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$55.9M
|
+$42.5M
|
+1,379,614
|
+307%
|
|
|
20
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$49.1M
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48.5M
|
+$9.75M
|
+316,420
|
+25%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$47.9M
|
-$4.32M
|
-140,248
|
-8%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$46.7M
|
+$6.65M
|
+215,998
|
+16%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$46.5M
|
-$1.61M
|
-52,204
|
-3%
|
|
|
25
|
LVW Advisors
Pittsford,
New York
|
$41.8M
|
+$242K
|
+7,840
|
+0.6%
|
|
