|
1
|
|
$112M
|
+$6.12M
|
+67,935
|
+6%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
-$30.2M
|
-335,476
|
-21%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$73.8M
|
-$1.88M
|
-20,824
|
-2%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$72.8M
|
+$8.35M
|
+92,680
|
+13%
|
|
|
5
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$59.9M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$53.4M
|
-$11.3M
|
-125,270
|
-17%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$52.6M
|
+$28.1M
|
+311,372
|
+108%
|
|
|
8
|
Morningstar Investment Management
Chicago,
Illinois
|
$49.9M
|
-$3.67M
|
-40,782
|
-7%
|
|
|
9
|
Cambridge Associates
Boston,
Massachusetts
|
$36.7M
|
+$2.04M
|
+22,594
|
+6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$35.6M
|
+$15.1M
|
+167,336
|
+70%
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$35M
|
-$35.2M
|
-390,850
|
-49%
|
|
|
12
|
|
$34.1M
|
-$2.02M
|
-22,456
|
-5%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$27.4M
|
-$3.39M
|
-37,665
|
-11%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
-$7.25M
|
-80,496
|
-22%
|
|
|
15
|
Inspire Investing
Meridian,
Idaho
|
$20.9M
|
+$6.76M
|
+75,053
|
+46%
|
|
|
16
|
|
$19.4M
|
+$6.84M
|
+75,949
|
+52%
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$18.6M
|
+$218K
|
+2,420
|
+1%
|
|
|
18
|
Cardan Capital Partners
Denver,
Colorado
|
$18.6M
|
+$12.7M
|
+140,447
|
+198%
|
|
|
19
|
First Mercantile Trust
Cordova,
Tennessee
|
$17.2M
|
-$2.66M
|
-29,476
|
-13%
|
|
|
20
|
GenWealth Group
Maplewood,
New Jersey
|
$16.4M
|
+$442K
|
+4,904
|
+3%
|
|
|
21
|
Checchi Capital Advisers
Beverly Hills,
California
|
$15M
|
+$626K
|
+6,952
|
+4%
|
|
|
22
|
Ferguson Shapiro
Decatur,
Georgia
|
$14.6M
|
+$15M
|
+166,918
|
New
|
|
|
23
|
|
$14.1M
|
-$8.79M
|
-97,607
|
-38%
|
|
|
24
|
Manning & Napier Group
Fairport,
New York
|
$12.9M
|
–
|
–
|
–
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$11.3M
|
-$1.01M
|
-11,220
|
-8%
|
|
