|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.1B
|
+$871M
|
+14,589,539
|
+283%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$712M
|
+$224M
|
+3,756,787
|
+41%
|
|
|
3
|
|
$394M
|
+$123M
|
+2,052,967
|
+41%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$175M
|
+$29.5M
|
+493,171
|
+19%
|
|
|
5
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$170M
|
–
|
–
|
–
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$158M
|
+$9.83M
|
+164,497
|
+6%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$124M
|
+$7.37M
|
+123,315
|
+6%
|
|
|
8
|
VOYA Investment Management
Atlanta,
Georgia
|
$102M
|
+$8.26M
|
+138,249
|
+8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$81.5M
|
+$2.36M
|
+39,429
|
+3%
|
|
|
10
|
|
$78M
|
-$18.9M
|
-316,811
|
-18%
|
|
|
11
|
NEPC LLC
Boston,
Massachusetts
|
$67.3M
|
+$72.4M
|
+1,211,900
|
New
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$65.2M
|
+$70.2M
|
+1,175,015
|
New
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$61M
|
+$15.1M
|
+252,591
|
+30%
|
|
|
14
|
Bank of New York Mellon
New York
|
$60.7M
|
+$1.54M
|
+25,730
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.2M
|
+$7.35M
|
+123,096
|
+13%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$57.8M
|
+$6.17M
|
+103,361
|
+11%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$50.7M
|
+$4.78M
|
+80,076
|
+10%
|
|
|
18
|
Cambridge Associates
Boston,
Massachusetts
|
$50.7M
|
+$10.4M
|
+174,084
|
+24%
|
|
|
19
|
|
$48.8M
|
-$155M
|
-2,597,400
|
-75%
|
|
|
20
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$45.8M
|
+$3.39M
|
+56,797
|
+7%
|
|
|
21
|
Jordan Park Group
San Francisco,
California
|
$41.9M
|
-$4.84M
|
-80,993
|
-10%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$40.2M
|
+$10.2M
|
+170,342
|
+31%
|
|
|
23
|
Sand Hill Global Advisors
Palo Alto,
California
|
$36.5M
|
-$29.9M
|
-500,586
|
-43%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$34.7M
|
+$361K
|
+6,047
|
+1%
|
|
|
25
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$33.6M
|
-$15M
|
-250,692
|
-29%
|
|
