|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$218M
|
+$68.3M
|
+705,773
|
+45%
|
|
|
2
|
|
$106M
|
-$3.35M
|
-34,621
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.4M
|
-$3.95M
|
-40,805
|
-5%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$78.2M
|
+$255K
|
+2,628
|
+0.3%
|
|
|
5
|
|
$56.7M
|
+$43.3M
|
+446,830
|
+309%
|
|
|
6
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$47M
|
+$21.3M
|
+220,000
|
+81%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$44M
|
+$7.62M
|
+78,689
|
+21%
|
|
|
8
|
Morningstar Investment Management
Chicago,
Illinois
|
$43.8M
|
+$18.4M
|
+189,914
|
+71%
|
|
|
9
|
Cambridge Associates
Boston,
Massachusetts
|
$36.6M
|
+$7.94M
|
+82,037
|
+27%
|
|
|
10
|
|
$34.6M
|
-$126K
|
-1,302
|
-0.4%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$34.4M
|
+$582K
|
+6,009
|
+2%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$33.1M
|
+$7.21M
|
+74,457
|
+27%
|
|
|
13
|
HSBC Holdings
London,
United Kingdom
|
$32.5M
|
+$32.8M
|
+338,950
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$31.5M
|
-$773K
|
-7,980
|
-2%
|
|
|
15
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$24.4M
|
+$5.61M
|
+57,896
|
+29%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$23.5M
|
+$5.29M
|
+54,578
|
+29%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$22.8M
|
-$54.9M
|
-567,100
|
-70%
|
|
|
18
|
First Mercantile Trust
Cordova,
Tennessee
|
$21M
|
+$21.2M
|
+218,833
|
New
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$20.6M
|
-$3.72M
|
-38,446
|
-15%
|
|
|
20
|
|
$15.2M
|
+$3.15M
|
+32,531
|
+26%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$15.2M
|
+$416K
|
+4,296
|
+3%
|
|
|
22
|
GenWealth Group
Maplewood,
New Jersey
|
$13.6M
|
+$863K
|
+8,916
|
+7%
|
|
|
23
|
Parametric Portfolio Associates
Seattle,
Washington
|
$12.6M
|
+$12.7M
|
+131,251
|
New
|
|
|
24
|
Manning & Napier Group
Fairport,
New York
|
$11.3M
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$9.51M
|
+$812K
|
+8,387
|
+9%
|
|
