|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$437M
|
+$33.6M
|
+1,319,118
|
+8%
|
|
|
2
|
Grimes & Company
Westborough,
Massachusetts
|
$175M
|
+$4.55M
|
+178,965
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$148M
|
+$27.4M
|
+1,076,275
|
+23%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$129M
|
+$13.2M
|
+520,227
|
+12%
|
|
|
5
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$129M
|
+$66.5M
|
+2,612,700
|
+108%
|
|
|
6
|
Neuberger Berman Group
New York
|
$96.7M
|
-$233K
|
-9,139
|
-0.2%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$94.4M
|
–
|
–
|
–
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$86.2M
|
-$2.88M
|
-113,042
|
-3%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$84.7M
|
+$4.21M
|
+165,326
|
+5%
|
|
|
10
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$74.8M
|
+$1.38M
|
+54,370
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$73.3M
|
+$1.85M
|
+72,659
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$72M
|
+$1.85M
|
+72,880
|
+3%
|
|
|
13
|
RMG Wealth Management
Platteville,
Wisconsin
|
$67.6M
|
+$5.19M
|
+203,885
|
+8%
|
|
|
14
|
|
$66.1M
|
+$12.4M
|
+488,967
|
+23%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$60.4M
|
+$2.52M
|
+99,223
|
+4%
|
|
|
16
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$60M
|
+$8.13M
|
+319,650
|
+16%
|
|
|
17
|
Ocean Park Asset Management
Santa Monica,
California
|
$49M
|
-$86.5M
|
-3,397,600
|
-64%
|
|
|
18
|
Berkshire Money Management
Dalton,
Massachusetts
|
$43.6M
|
+$1.82M
|
+71,449
|
+4%
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
$40.5M
|
+$998K
|
+39,233
|
+3%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$35.5M
|
–
|
–
|
–
|
|
|
21
|
Aristotle Pacific Capital
Newport Beach,
California
|
$34.3M
|
-$1.05M
|
-41,368
|
-3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$31.4M
|
-$1.21M
|
-47,618
|
-4%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$27.5M
|
+$13.6M
|
+533,342
|
+99%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$27.1M
|
+$9.75M
|
+383,227
|
+57%
|
|
|
25
|
Bank of New York Mellon
New York
|
$26.9M
|
-$791K
|
-31,086
|
-3%
|
|
