|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$158M
|
+$29.4M
|
+290,863
|
+23%
|
|
|
2
|
|
$114M
|
+$14.6M
|
+144,145
|
+14%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.6M
|
+$2.31M
|
+22,843
|
+3%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$83.1M
|
-$8.47M
|
-83,767
|
-9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$80.3M
|
+$21.2M
|
+209,165
|
+35%
|
|
|
6
|
Tidal Investments
Milwaukee,
Wisconsin
|
$64.2M
|
+$65.2M
|
+644,144
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
+$639K
|
+6,321
|
+2%
|
|
|
8
|
|
$36.1M
|
+$35M
|
+345,928
|
+2,064%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$35.2M
|
+$956K
|
+9,453
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$33.5M
|
+$264K
|
+2,611
|
+0.8%
|
|
|
11
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$32.7M
|
+$33.2M
|
+327,797
|
New
|
|
|
12
|
Cambridge Associates
Boston,
Massachusetts
|
$29.8M
|
+$1.57M
|
+15,513
|
+5%
|
|
|
13
|
WBI Investments
Red Bank,
New Jersey
|
$27.7M
|
+$28.1M
|
+277,904
|
New
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27M
|
+$27.4M
|
+271,050
|
New
|
|
|
15
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$26.9M
|
+$27.3M
|
+270,000
|
New
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$26.6M
|
+$3.01M
|
+29,728
|
+13%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$25.2M
|
-$395K
|
-3,906
|
-2%
|
|
|
18
|
Retirement Capital Strategies
San Jose,
California
|
$21.2M
|
+$22.3M
|
+219,988
|
New
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$19.6M
|
+$1.79M
|
+17,647
|
+10%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$19M
|
+$1.4M
|
+13,818
|
+8%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$15.3M
|
+$318K
|
+3,140
|
+2%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$14.8M
|
-$9.25M
|
-91,414
|
-38%
|
|
|
23
|
Violich Capital Management
San Francisco,
California
|
$14.6M
|
-$427K
|
-4,220
|
-3%
|
|
|
24
|
|
$14.5M
|
+$14.6M
|
+144,040
|
+22,755%
|
|
|
25
|
|
$13.3M
|
+$13.5M
|
+133,382
|
New
|
|
