|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$563M
|
+$35.4M
|
+551,620
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$328M
|
+$16M
|
+248,934
|
+5%
|
|
|
3
|
|
$321M
|
+$2.79M
|
+43,441
|
+0.9%
|
|
|
4
|
|
$221M
|
+$199M
|
+3,095,592
|
+811%
|
|
|
5
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$195M
|
–
|
–
|
–
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$170M
|
+$172M
|
+2,682,434
|
New
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$168M
|
+$24.2M
|
+376,737
|
+17%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$134M
|
+$39.8M
|
+619,898
|
+42%
|
|
|
9
|
|
$109M
|
+$6.59M
|
+102,708
|
+6%
|
|
|
10
|
VOYA Investment Management
Atlanta,
Georgia
|
$108M
|
+$109M
|
+1,706,903
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$90.8M
|
+$26.2M
|
+408,764
|
+40%
|
|
|
12
|
Sand Hill Global Advisors
Palo Alto,
California
|
$73.6M
|
+$21.5M
|
+334,823
|
+41%
|
|
|
13
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$69.4M
|
+$69.8M
|
+1,088,900
|
+28,210%
|
|
|
14
|
Bank of New York Mellon
New York
|
$67.8M
|
+$1.7M
|
+26,443
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$61M
|
+$45.3M
|
+706,595
|
+278%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$59.5M
|
+$7.31M
|
+114,037
|
+14%
|
|
|
17
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$54.4M
|
-$14.2M
|
-221,766
|
-21%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$53.8M
|
+$54.3M
|
+846,500
|
New
|
|
|
19
|
Jordan Park Group
San Francisco,
California
|
$53.1M
|
-$3.22M
|
-50,217
|
-6%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$52.9M
|
+$4.62M
|
+72,022
|
+9%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$52.5M
|
-$11.4M
|
-177,846
|
-18%
|
|
|
22
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$48.8M
|
+$34.2M
|
+533,249
|
+227%
|
|
|
23
|
Cambridge Associates
Boston,
Massachusetts
|
$46.9M
|
+$3.67M
|
+57,278
|
+8%
|
|
|
24
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$42.6M
|
–
|
–
|
–
|
|
|
25
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$41.2M
|
+$41.6M
|
+648,286
|
New
|
|
