|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$574M
|
+$139M
|
+2,154,964
|
+33%
|
|
|
2
|
|
$328M
|
-$28.9M
|
-447,711
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$322M
|
-$163M
|
-2,520,648
|
-34%
|
|
|
4
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$201M
|
–
|
–
|
–
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$149M
|
+$147M
|
+2,274,986
|
New
|
|
|
6
|
|
$106M
|
+$3.49M
|
+54,137
|
+3%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$97.1M
|
+$10.7M
|
+165,667
|
+13%
|
|
|
8
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$70.6M
|
+$42M
|
+650,835
|
+152%
|
|
|
9
|
Bank of New York Mellon
New York
|
$68.2M
|
+$60.8M
|
+943,093
|
+962%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$66.8M
|
+$12.4M
|
+192,947
|
+23%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$65.8M
|
+$4.63M
|
+71,849
|
+8%
|
|
|
12
|
Jordan Park Group
San Francisco,
California
|
$58M
|
+$57.1M
|
+885,937
|
New
|
|
|
13
|
Sand Hill Global Advisors
Palo Alto,
California
|
$54M
|
+$5.86M
|
+90,890
|
+12%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$53.9M
|
+$12.6M
|
+195,918
|
+31%
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$50M
|
+$49.3M
|
+763,822
|
New
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$49.9M
|
+$49.1M
|
+761,400
|
New
|
|
|
17
|
Morningstar Investment Management
Chicago,
Illinois
|
$46M
|
+$6.84M
|
+106,023
|
+18%
|
|
|
18
|
Cambridge Associates
Boston,
Massachusetts
|
$44.6M
|
+$6.8M
|
+105,420
|
+18%
|
|
|
19
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$43.9M
|
-$1.93M
|
-30,000
|
-4%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$37.7M
|
-$4.77M
|
-73,934
|
-11%
|
|
|
21
|
|
$25M
|
+$12.3M
|
+191,400
|
+101%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$24.1M
|
+$4.05M
|
+62,821
|
+21%
|
|
|
23
|
Hamilton Wealth
Encino,
California
|
$22.3M
|
+$882K
|
+13,683
|
+4%
|
|
|
24
|
Checchi Capital Advisers
Beverly Hills,
California
|
$21.7M
|
+$1.43M
|
+22,185
|
+7%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$21.6M
|
+$429K
|
+6,654
|
+2%
|
|
