|
1
|
|
$575M
|
-$119M
|
-1,656,974
|
-17%
|
|
|
2
|
|
$267M
|
+$148M
|
+2,065,757
|
+118%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$245M
|
+$40.4M
|
+562,480
|
+19%
|
|
|
4
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$215M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$190M
|
+$141M
|
+1,966,699
|
+266%
|
|
|
6
|
|
$141M
|
+$110M
|
+1,530,802
|
+320%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
+$22.1M
|
+307,432
|
+23%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$72.6M
|
+$6.06M
|
+84,277
|
+9%
|
|
|
9
|
Sand Hill Global Advisors
Palo Alto,
California
|
$56.4M
|
+$57.8M
|
+804,281
|
New
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$54.1M
|
-$24.8M
|
-345,527
|
-31%
|
|
|
11
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$53.6M
|
-$47.4M
|
-658,955
|
-46%
|
|
|
12
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$52.3M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$45.8M
|
+$17.1M
|
+237,326
|
+57%
|
|
|
14
|
Morningstar Investment Management
Chicago,
Illinois
|
$41.3M
|
+$11.3M
|
+156,921
|
+36%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$35.6M
|
+$424K
|
+5,896
|
+1%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$35.5M
|
+$14.4M
|
+199,747
|
+65%
|
|
|
17
|
Cambridge Associates
Boston,
Massachusetts
|
$33.9M
|
+$2.3M
|
+32,065
|
+7%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$32.7M
|
+$33.5M
|
+465,746
|
New
|
|
|
19
|
WBI Investments
Red Bank,
New Jersey
|
$22.5M
|
+$20.7M
|
+287,625
|
+855%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$20.7M
|
-$2.7M
|
-37,502
|
-11%
|
|
|
21
|
Checchi Capital Advisers
Beverly Hills,
California
|
$20.3M
|
+$2.8M
|
+38,944
|
+16%
|
|
|
22
|
|
$20.2M
|
-$50.8M
|
-706,571
|
-71%
|
|
|
23
|
GenWealth Group
Maplewood,
New Jersey
|
$15.7M
|
+$1.34M
|
+18,614
|
+9%
|
|
|
24
|
|
$12.9M
|
-$25M
|
-347,667
|
-65%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$12.8M
|
+$1.82M
|
+25,371
|
+16%
|
|
