|
1
|
UBS Group
Zurich,
Switzerland
|
$512M
|
+$134M
|
+3,384,961
|
+31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$451M
|
+$76.6M
|
+1,939,035
|
+18%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$359M
|
+$14.5M
|
+366,155
|
+4%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$166M
|
-$170M
|
-4,305,926
|
-48%
|
|
|
5
|
Alaska Permanent Fund
Juneau,
Alaska
|
$162M
|
+$180M
|
+4,560,410
|
New
|
|
|
6
|
Prudential plc
London, England,
United Kingdom
|
$156M
|
+$11.1M
|
+282,005
|
+7%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$155M
|
+$165M
|
+4,174,176
|
+2,214%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$107M
|
+$119M
|
+3,015,950
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$87M
|
+$76.2M
|
+1,929,685
|
+371%
|
|
|
10
|
|
$75.2M
|
+$10.8M
|
+274,202
|
+15%
|
|
|
11
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$69.3M
|
+$74.4M
|
+1,882,314
|
+2,730%
|
|
|
12
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$53.4M
|
+$59.4M
|
+1,504,211
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$48.5M
|
-$1.33M
|
-33,729
|
-2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.1M
|
+$42M
|
+1,062,499
|
New
|
|
|
15
|
American Century Companies
Kansas City,
Missouri
|
$34.4M
|
+$38.3M
|
+969,503
|
New
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.2M
|
–
|
–
|
–
|
|
|
17
|
|
$25.8M
|
+$28.7M
|
+726,726
|
+281,677%
|
|
|
18
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$22M
|
+$139K
|
+3,507
|
+0.6%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.8M
|
+$1.23M
|
+31,124
|
+7%
|
|
|
20
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$12.5M
|
+$13.9M
|
+351,258
|
New
|
|
|
21
|
PineBridge Investments
New York
|
$10.6M
|
+$11.8M
|
+299,251
|
New
|
|
|
22
|
|
$8.87M
|
+$9.87M
|
+249,815
|
New
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
$8.7M
|
+$5.21M
|
+131,935
|
+117%
|
|
|
24
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$8.04M
|
+$8.95M
|
+226,571
|
New
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$7.39M
|
+$8.22M
|
+207,979
|
New
|
|
