|
1
|
|
$2.49B
|
+$1.72B
|
+28,998,773
|
+222%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.15B
|
-$170M
|
-2,878,553
|
-13%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$633M
|
-$244M
|
-4,118,434
|
-27%
|
|
|
4
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$515M
|
+$29.2M
|
+494,469
|
+6%
|
|
|
5
|
|
$446M
|
-$550M
|
-9,304,920
|
-55%
|
|
|
6
|
VOYA Investment Management
Atlanta,
Georgia
|
$362M
|
+$26.8M
|
+453,027
|
+8%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$330M
|
+$131M
|
+2,212,982
|
+66%
|
|
|
8
|
NEPC LLC
Boston,
Massachusetts
|
$239M
|
+$155M
|
+2,615,725
|
+185%
|
|
|
9
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$181M
|
–
|
–
|
–
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$170M
|
+$2.76M
|
+46,668
|
+2%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$148M
|
-$670K
|
-11,332
|
-0.5%
|
|
|
12
|
Jordan Park Group
San Francisco,
California
|
$143M
|
+$41.2M
|
+697,330
|
+41%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$133M
|
+$16.7M
|
+282,047
|
+14%
|
|
|
14
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$116M
|
+$2.62M
|
+44,266
|
+2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$95.2M
|
-$9.1M
|
-153,926
|
-9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$91.7M
|
-$11.7M
|
-198,409
|
-11%
|
|
|
17
|
|
$78.6M
|
-$6.04M
|
-102,077
|
-7%
|
|
|
18
|
SCS Capital Management
Boston,
Massachusetts
|
$78.5M
|
+$4.12M
|
+69,697
|
+6%
|
|
|
19
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$68.1M
|
+$49M
|
+827,638
|
+258%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$62.3M
|
-$1.62M
|
-27,411
|
-3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$61.6M
|
+$2.12M
|
+35,891
|
+4%
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$60.9M
|
+$9.6M
|
+162,219
|
+19%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$56.6M
|
+$7.21M
|
+121,817
|
+15%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$56M
|
+$1.78M
|
+30,089
|
+3%
|
|
|
25
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$48.7M
|
-$148K
|
-2,508
|
-0.3%
|
|
