|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$440M
|
+$4.42M
|
+175,451
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$173M
|
+$22.1M
|
+876,336
|
+14%
|
|
|
3
|
Grimes & Company
Westborough,
Massachusetts
|
$172M
|
+$561K
|
+22,248
|
+0.3%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$134M
|
+$43M
|
+1,703,692
|
+47%
|
|
|
5
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$104M
|
-$73.5M
|
-2,914,500
|
-41%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$97.2M
|
-$15.6M
|
-620,030
|
-14%
|
|
|
7
|
Neuberger Berman Group
New York
|
$89.5M
|
+$926K
|
+36,728
|
+1%
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$75.7M
|
+$3.44M
|
+136,584
|
+5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$73.5M
|
-$2.65M
|
-105,101
|
-3%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$61.8M
|
+$4.24M
|
+168,058
|
+7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.8M
|
-$18M
|
-713,896
|
-23%
|
|
|
12
|
|
$55.7M
|
-$5.38M
|
-213,463
|
-9%
|
|
|
13
|
Shenkman Capital Management
New York
|
$49.8M
|
+$14.1M
|
+559,185
|
+39%
|
|
|
14
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$49.2M
|
-$14.6M
|
-577,238
|
-23%
|
|
|
15
|
Nuveen
Charlotte,
North Carolina
|
$45.4M
|
+$45.8M
|
+1,815,513
|
New
|
|
|
16
|
Berkshire Money Management
Dalton,
Massachusetts
|
$42M
|
-$1.88M
|
-74,471
|
-4%
|
|
|
17
|
Sigma Investment Counselors
Northville,
Michigan
|
$41.5M
|
+$679K
|
+26,934
|
+2%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$37.2M
|
-$51.3M
|
-2,034,773
|
-58%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$34.8M
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$34.4M
|
+$2.73M
|
+108,379
|
+9%
|
|
|
21
|
Davenport & Co
Richmond,
Virginia
|
$34M
|
+$4.48M
|
+177,504
|
+15%
|
|
|
22
|
Angeles Wealth Management
Santa Monica,
California
|
$27.2M
|
+$1.79M
|
+71,186
|
+7%
|
|
|
23
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$25M
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$23.6M
|
-$677K
|
-26,831
|
-3%
|
|
|
25
|
American Century Companies
Kansas City,
Missouri
|
$23M
|
–
|
–
|
–
|
|
