|
1
|
Bank of America
Charlotte,
North Carolina
|
$458M
|
+$293M
|
+4,717,733
|
+174%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$400M
|
+$135M
|
+2,172,470
|
+50%
|
|
|
3
|
|
$336M
|
+$71.6M
|
+1,151,840
|
+27%
|
|
|
4
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$189M
|
–
|
–
|
–
|
|
|
5
|
|
$96.4M
|
-$13.8M
|
-222,074
|
-12%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$81.2M
|
+$12M
|
+192,311
|
+17%
|
|
|
7
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$63.5M
|
–
|
–
|
–
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$57.5M
|
+$25.1M
|
+404,673
|
+77%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$51M
|
+$10.3M
|
+166,026
|
+25%
|
|
|
10
|
Sand Hill Global Advisors
Palo Alto,
California
|
$45.2M
|
-$4.02M
|
-64,617
|
-8%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$40.1M
|
+$9.07M
|
+145,866
|
+29%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$38.7M
|
-$1.12M
|
-18,009
|
-3%
|
|
|
13
|
Morningstar Investment Management
Chicago,
Illinois
|
$36.8M
|
+$586K
|
+9,426
|
+2%
|
|
|
14
|
Cambridge Associates
Boston,
Massachusetts
|
$35.5M
|
+$5.14M
|
+82,677
|
+17%
|
|
|
15
|
Align Wealth Management
Oklahoma City,
Oklahoma
|
$29.5M
|
+$29.1M
|
+468,986
|
New
|
|
|
16
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$26.4M
|
-$21.2M
|
-341,896
|
-44%
|
|
|
17
|
Hamilton Wealth
Encino,
California
|
$20.2M
|
+$17.4M
|
+280,195
|
+597%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$19.9M
|
+$9.42M
|
+151,546
|
+88%
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
$19.4M
|
+$18.6M
|
+299,225
|
+1,950%
|
|
|
20
|
Checchi Capital Advisers
Beverly Hills,
California
|
$19.1M
|
+$10.7M
|
+171,972
|
+125%
|
|
|
21
|
Stableford Capital II
Scottsdale,
Arizona
|
$19M
|
+$12.6M
|
+203,357
|
+229%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$6.42M
|
+103,308
|
+51%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.2M
|
+$4.1M
|
+66,049
|
+31%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$15.2M
|
-$3.79M
|
-60,945
|
-20%
|
|
|
25
|
Manning & Napier Group
Fairport,
New York
|
$12M
|
–
|
–
|
–
|
|
