Mike Dunn | Author
Giving you information to help pick an additional investing partner. You want to have more than one.
| Ranked by AUM on 4/26/21 | Company Name | AUM | Date | |
|---|---|---|---|---|
| 1 | BlackRock Funds | $9,000.00 | 9.96% | 3/31/2021 |
| 2 | Vanguard | $7,200.00 | 7.97% | 1/31/2021 |
| 3 | Charles Schwab | $7,070.00 | 7.82% | 3/31/2021 |
| 4 | Fidelity Investments | $3,800.00 | 4.21% | 3/2/2021 |
| 5 | State Street Global Advisors | $3,500.00 | 3.87% | 1/25/2021 |
| 6 | PIMCO/Allianz | $2,892.00 | 3.20% | 3/31/2021 |
| 7 | JP Morgan | $2,800.00 | 3.10% | 4/14/2021 |
| 8 | Capital Group | $2,300.00 | 2.55% | 2/23/2021 |
| 9 | BNY Mellon (Dreyfus) | $2,200.00 | 2.43% | 3/31/2021 |
| 10 | Amundi Asset Mgmt | $1,900.00 | 2.10% | 1/1/2021 |
| 11 | Prudential Investments | $1,721.00 | 1.90% | 3/31/2021 |
| 12 | T Rowe Price | $1,700.00 | 1.88% | 3/31/2021 |
| 13 | Legal & General Investments | $1,700.00 | 1.88% | 12/31/2020 |
| 14 | Franklin Templeton | $1,498.00 | 1.66% | 2/28/2021 |
| 15 | BofA Merrill Lynch | $1,400.00 | 1.55% | 3/31/2021 |
| 16 | Invesco | $1,391.50 | 1.54% | 2/28/2021 |
| 17 | Natixis Global Associates | $1,387.70 | 1.54% | 12/31/2020 |
| 18 | TIAA / Nuveen | $1,259.00 | 1.39% | 12/31/2020 |
| 19 | Sun Life Global Investments | $1,250.00 | 1.38% | 12/31/2020 |
| 20 | Goldman Sachs Asset Management | $1,100.00 | 1.22% | 3/31/2021 |
| 21 | Ameriprise Financial | $1,100.00 | 1.22% | 1/27/2021 |
| 22 | Northern Trust | $1,100.00 | 1.22% | 12/31/2020 |
| 23 | UBS | $1,100.00 | 1.22% | 12/31/2020 |
| 24 | Insight Investors | $1,030.00 | 1.14% | 12/31/2020 |
| 25 | Raymond James | $1,020.00 | 1.13% | 12/31/2020 |
| 26 | AXA | $1,000.00 | 1.11% | 2/21/2021 |
| 27 | Wellington Management | $1,000.00 | 1.11% | 12/31/2020 |
| 28 | DWS | Deutsche Asset Management | $959.30 | 1.06% | 12/31/2020 |
| 29 | LPL Financial | $903.00 | 1.00% | 12/31/2020 |
| 30 | Barclay | $826.30 | 0.91% | 12/31/2020 |
| 31 | Morgan Stanley | $781.00 | 0.86% | 12/31/2020 |
| 32 | Manulife Asset Mgmt | $755.00 | 0.84% | 3/31/2021 |
| 33 | Affiliated Managers Group (AMG) | $716.20 | 0.79% | 12/31/2020 |
| 34 | AllianceBernstein | $697.00 | 0.77% | 3/31/2021 |
| 35 | Columbia Threadneedle | $671.00 | 0.74% | 3/31/2021 |
| 36 | Dimensional Fund Advisors | $637.00 | 0.70% | 4/15/2021 |
| 37 | MFS Investment Management | $626.30 | 0.69% | 3/31/2021 |
| 38 | Federated Hermes (was Federated Investors) | $619.00 | 0.69% | 12/31/2020 |
| 39 | Nomura Asset Management | $607.00 | 0.67% | 3/31/2021 |
| 40 | Wells Fargo Advisors | $607.00 | 0.67% | 9/30/2020 |
| 41 | Brookfield Asset Management | $600.00 | 0.66% | 4/23/2021 |
| 42 | Geode Capital Management | $595.00 | 0.66% | 2/5/2021 |
| 43 | Eaton Vance Distributors | $583.00 | 0.65% | 12/31/2020 |
| 44 | The Blackstone Group | $549.00 | 0.61% | 4/22/2021 |
| 45 | Edward Jones | $518.00 | 0.57% | 12/31/2020 |
| 46 | Julius Baer Securities | $474.70 | 0.53% | 12/31/2020 |
| 47 | AVIVA Investors | $463.30 | 0.51% | 3/31/2021 |
| 48 | Apollo Management | $455.50 | 0.50% | 2/3/2021 |
| 49 | BMO Global Asset Group | $415.70 | 0.46% | 12/31/2020 |
| 50 | Aegon | $414.90 | 0.46% | 6/30/2020 |
| 51 | Neuberger Berman | $405.00 | 0.45% | 12/31/2020 |
| 52 | Janus Henderson Group | $402.00 | 0.44% | 12/31/2020 |
| 53 | Robeco/ORIX | $400.00 | 0.44% | 4/21/2021 |
| 54 | RBC Global Wealth (CAN) | $391.00 | 0.43% | 9/30/2020 |
| 55 | Principal Financial Group | $385.20 | 0.43% | 3/31/2021 |
| 56 | SEI Investments | $384.00 | 0.42% | 3/31/2021 |
| 57 | E-Trade | $346.00 | 0.38% | 12/31/2020 |
| 58 | Barings | $345.00 | 0.38% | 12/31/2020 |
| 59 | Frank Russell Investments | $326.90 | 0.36% | 3/31/2021 |
| 60 | Loomis Sayles & Co | $321.20 | 0.36% | 12/31/2020 |
| 61 | Guggenheim Partners | $310.00 | 0.34% | 12/31/2020 |
| 62 | Swiss Life Asset Mgmt | $295.00 | 0.33% | 12/31/2020 |
| 63 | New York Life/Mainstay | $268.00 | 0.30% | 9/30/2020 |
| 64 | TCW Group | $253.00 | 0.28% | 3/31/2021 |
| 65 | KKR | $252.00 | 0.28% | 12/31/2020 |
| 66 | Carlyle Group | $245.80 | 0.27% | 12/31/2020 |
| 67 | Voya (ING) | $245.00 | 0.27% | 12/31/2020 |
| 68 | Lazard Mgmt. Group | $229.70 | 0.25% | 12/31/2020 |
| 69 | Pictet | $225.00 | 0.25% | 9/30/2020 |
| 70 | Lord Abbett & Co | $217.90 | 0.24% | 12/31/2020 |
| 71 | Citi Group | $200.00 | 0.22% | 12/31/2020 |
| 72 | Conning | $197.70 | 0.22% | 12/31/2020 |
| 73 | Putnam Investments | $193.00 | 0.21% | 3/31/2021 |
| 74 | American Century Investments | $178.00 | 0.20% | 10/2/2020 |
| 75 | Fisher Investments | $169.00 | 0.19% | 3/31/2021 |
| 76 | Virtus Investment Partners | $164.10 | 0.18% | 10/31/2020 |
| 77 | Artisan Partners Financial | $162.90 | 0.18% | 3/31/2021 |
| 78 | Hines | $160.90 | 0.18% | 12/31/2020 |
| 79 | Victory Capital | $154.30 | 0.17% | 3/31/2021 |
| 80 | OakTree | $148.00 | 0.16% | 12/31/2020 |
| 81 | US Bancorp | $148.00 | 0.16% | 12/31/2020 |
| 82 | AQR Captial | $143.00 | 0.16% | 3/31/2021 |
| 83 | Bridgewater Associates | $140.00 | 0.15% | 12/31/2020 |
| 84 | BrightSphere | $140.00 | 0.15% | 12/31/2020 |
| 85 | The Hartford | $139.40 | 0.15% | 12/31/2020 |
| 86 | GAM Investors | $136.10 | 0.15% | 3/31/2021 |
| 87 | Doubleline | $136.00 | 0.15% | 12/31/2020 |
| 88 | MAN Group | $127.00 | 0.14% | 12/31/2020 |
| 89 | William Blair Funds | $123.00 | 0.14% | 12/31/2020 |
| 90 | Quilter (was Old Mutual) | $118.00 | 0.13% | 12/31/2020 |
| 91 | Stifel Financial Corp | $117.20 | 0.13% | 3/31/2021 |
| 92 | Harris Associates | $115.00 | 0.13% | 3/31/2021 |
| 93 | LSV Asset Management | $104.00 | 0.12% | 12/31/2020 |
| 94 | IG Wealth Management | $98.80 | 0.11% | 12/31/2020 |
| 95 | Robert W Baird & Co | $93.00 | 0.10% | 3/31/2021 |
| 96 | TPG Capital | $91.00 | 0.10% | 12/31/2020 |
| 97 | Oppenheimer Funds | $88.00 | 0.10% | 12/31/2020 |
| 98 | Dodge & Cox | $81.06 | 0.09% | 3/31/2021 |
| 99 | Sterling Capital | $80.00 | 0.09% | 3/31/2021 |
| 100 | Transamerica | $77.00 | 0.09% | 6/30/2020 |
| 101 | Waddell & Reed | $76.00 | 0.08% | 3/31/2021 |
| 102 | Davis Select Advisers | $70.80 | 0.08% | 12/31/2020 |
| 103 | Fort Washington Advisors | $65.10 | 0.07% | 12/31/2020 |
| 104 | Credit Sussie | $63.50 | 0.07% | 9/30/2020 |
| 105 | Oakmark Funds | $60.10 | 0.07% | 3/31/2021 |
| 106 | Brown Brothers Harriman | $55.90 | 0.06% | 12/31/2020 |
| 107 | Rathbone Brothers | $54.70 | 0.06% | 12/31/2020 |
| 108 | Fortress Investment Group | $52.70 | 0.06% | 12/31/2020 |
| 109 | Pzena | $49.20 | 0.05% | 3/31/2021 |
| 110 | Causeway Capital Management | $47.00 | 0.05% | 12/31/2020 |
| 111 | Thornburg Asset Management | $43.20 | 0.05% | 3/31/2021 |
| 112 | Standard Life Aberdeen (UK) | $41.00 | 0.05% | 2/3/2021 |
| 113 | Glenmede Investment Management | $40.00 | 0.04% | 12/31/2020 |
| 114 | Robinhood Financial | $40.00 | 0.04% | 6/30/2020 |
| 115 | AGF Management Limited | $39.00 | 0.04% | 12/31/2020 |
| 116 | Sculptor | Och-Ziff | $37.00 | 0.04% | 4/1/2021 |
| 117 | Matthews Asia Funds | $30.20 | 0.03% | 3/31/2021 |
| 118 | Impax Asset Group | $30.00 | 0.03% | 3/31/2021 |
| 119 | Cetera Financial Group | $25.80 | 0.03% | 8/10/2020 |
| 120 | Dyal Capital Partners | $23.30 | 0.03% | 12/31/2020 |
| 121 | Reams Asset Mgmt. | $22.50 | 0.02% | 12/31/2020 |
| 122 | MetLife | $22.40 | 0.02% | 3/25/2021 |
| 123 | BNP Paribas | $21.20 | 0.02% | 2/5/2021 |
| 124 | Empower | $16.50 | 0.02% | 1/4/2021 |
| 125 | Touchstone Investments | $16.00 | 0.02% | 3/1/2019 |
| 126 | Mercer Advisors | $15.80 | 0.02% | 6/30/2020 |
| 127 | Pacific Global Asset Management | $15.60 | 0.02% | 12/31/2020 |
| 128 | Manning & Napier | $15.50 | 0.02% | 3/31/2021 |
| 129 | Ariel Investments | $15.00 | 0.02% | 1/3/2021 |
| 130 | Ares Management | $14.80 | 0.02% | 12/31/2020 |
| 131 | Southeastern Asset Management | $12.70 | 0.01% | 6/25/2020 |
| 132 | 1251 Capital Group | $10.50 | 0.01% | 12/31/2020 |
| 133 | Axiom Capitial Management | $9.50 | 0.01% | 12/31/2020 |
| 134 | Royce Funds | $9.10 | 0.01% | 11/30/2020 |
| 135 | Park Avenue Securities | $5.70 | 0.01% | 12/31/2020 |
| 136 | Saturna Capital | $5.00 | 0.01% | 12/1/2020 |
| 137 | Emerald Mutual Funds | $4.70 | 0.01% | 9/30/2020 |
| 138 | Tweedy Browne Co | $4.60 | 0.01% | 12/31/2020 |
| 139 | Westchester Capital | $4.20 | 0.00% | 12/31/2020 |
| 140 | Xponance (was FIS Group) | $4.07 | 0.00% | 10/26/2020 |
| 141 | Great Point Partners | $2.85 | 0.00% | 10/13/2020 |
| 142 | SA Stone (was Sterne Agee) | $1.40 | 0.00% | 1/30/2021 |
| 143 | Dakota Securities International | $1.10 | 0.00% | 11/22/2020 |
| "--------------- | "--------------- | |||
| $90,359.78 | 100.00% |
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