|
1
|
State Street
Boston,
Massachusetts
|
$479M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$435M
|
-$44M
|
-623,262
|
-9%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$260M
|
-$49.2M
|
-698,083
|
-16%
|
|
|
4
|
Choate Investment Advisors
Boston,
Massachusetts
|
$256M
|
+$63.5M
|
+900,664
|
+33%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$199M
|
+$96.6M
|
+1,368,919
|
+95%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$167M
|
+$17.6M
|
+248,994
|
+12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
+$117K
|
+1,654
|
+0.1%
|
|
|
8
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$133M
|
-$14.6M
|
-207,300
|
-10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$126M
|
+$12.8M
|
+182,094
|
+11%
|
|
|
10
|
RiverFront Investment Group
Richmond,
Virginia
|
$117M
|
+$1.3M
|
+18,499
|
+1%
|
|
|
11
|
|
$97M
|
-$8.46M
|
-119,893
|
-8%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$96.1M
|
+$6.74M
|
+95,600
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.7M
|
-$1.39M
|
-19,641
|
-2%
|
|
|
14
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$73.8M
|
–
|
–
|
–
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$72M
|
+$3.56M
|
+50,430
|
+5%
|
|
|
16
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$65.1M
|
+$65.2M
|
+923,699
|
New
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$62.5M
|
+$26.7M
|
+378,812
|
+74%
|
|
|
18
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$62M
|
-$99.4M
|
-1,408,758
|
-62%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$59M
|
-$206K
|
-2,924
|
-0.3%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$57.9M
|
+$1.17M
|
+16,562
|
+2%
|
|
|
21
|
Hancock Whitney
Gulfport,
Mississippi
|
$50.8M
|
+$4.39M
|
+62,237
|
+9%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$48.9M
|
+$4.71M
|
+66,820
|
+11%
|
|
|
23
|
OneAscent Financial Services
Birmingham,
Alabama
|
$48.8M
|
+$17.7M
|
+251,567
|
+57%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$45.2M
|
+$4.43M
|
+62,848
|
+11%
|
|
|
25
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$44.4M
|
+$4.88M
|
+69,211
|
+12%
|
|
