|
1
|
Forum Financial Management
Lombard,
Illinois
|
$209M
|
+$208M
|
+2,336,915
|
New
|
|
|
2
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$199M
|
+$199M
|
+2,228,500
|
New
|
|
|
3
|
|
$132M
|
+$17.3M
|
+194,325
|
+15%
|
|
|
4
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$96M
|
+$91M
|
+1,021,118
|
+1,931%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$92.9M
|
-$21.1M
|
-236,786
|
-19%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$80.6M
|
+$5.35M
|
+59,999
|
+7%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$71.5M
|
+$17.8M
|
+199,809
|
+33%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$71.4M
|
+$16.8M
|
+189,046
|
+31%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$70.9M
|
-$3.36M
|
-37,672
|
-5%
|
|
|
10
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$60.2M
|
-$891K
|
-10,000
|
-1%
|
|
|
11
|
Morningstar Investment Management
Chicago,
Illinois
|
$44.9M
|
-$5.91M
|
-66,267
|
-12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$38.4M
|
+$2.12M
|
+23,781
|
+6%
|
|
|
13
|
Cambridge Associates
Boston,
Massachusetts
|
$37.9M
|
+$488K
|
+5,475
|
+1%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$36.8M
|
+$1.1M
|
+12,358
|
+3%
|
|
|
15
|
|
$36.8M
|
+$16.9M
|
+190,164
|
+86%
|
|
|
16
|
|
$35.6M
|
+$891K
|
+9,995
|
+3%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$28M
|
+$57.7K
|
+648
|
+0.2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
-$580K
|
-6,511
|
-2%
|
|
|
19
|
Inspire Investing
Meridian,
Idaho
|
$22.9M
|
+$1.63M
|
+18,313
|
+8%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.5M
|
+$9.9M
|
+111,152
|
+104%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$19M
|
+$83.7K
|
+939
|
+0.4%
|
|
|
22
|
Checchi Capital Advisers
Beverly Hills,
California
|
$18.8M
|
+$3.45M
|
+38,712
|
+23%
|
|
|
23
|
American Trust
Lexington,
Kentucky
|
$17.3M
|
+$17.2M
|
+193,390
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$13M
|
+145,533
|
+311%
|
|
|
25
|
|
$16.1M
|
+$1.65M
|
+18,553
|
+12%
|
|
