|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$330M
|
+$10.8M
|
+89,141
|
+3%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$292M
|
-$680K
|
-5,622
|
-0.2%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$196M
|
-$11.4M
|
-94,154
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
-$3.74M
|
-30,981
|
-3%
|
|
|
5
|
|
$141M
|
-$22.3M
|
-184,523
|
-14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$89.3M
|
+$2.32M
|
+19,234
|
+3%
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$84.5M
|
-$26.7M
|
-220,927
|
-24%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$57.2M
|
-$3.02M
|
-24,965
|
-5%
|
|
|
9
|
|
$48.1M
|
-$1.52M
|
-12,594
|
-3%
|
|
|
10
|
|
$25M
|
-$22.3M
|
-184,476
|
-47%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.3M
|
+$72.4K
|
+599
|
+0.3%
|
|
|
12
|
Dorval Corp
Maple Grove,
Minnesota
|
$22.4M
|
+$753K
|
+6,226
|
+3%
|
|
|
13
|
Bessemer Group
Woodbridge,
New Jersey
|
$20.1M
|
-$81.6K
|
-675
|
-0.4%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$18M
|
-$129K
|
-1,066
|
-0.7%
|
|
|
15
|
|
$16.3M
|
-$5M
|
-41,337
|
-23%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
-$3.91M
|
-32,319
|
-19%
|
|
|
17
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$15.5M
|
-$694K
|
-5,743
|
-4%
|
|
|
18
|
HB Wealth Management
Atlanta,
Georgia
|
$14.7M
|
-$32.5K
|
-269
|
-0.2%
|
|
|
19
|
Ackerman Capital Advisors
Dallas,
Texas
|
$14.4M
|
-$1.16M
|
-9,563
|
-7%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$14M
|
+$33K
|
+273
|
+0.2%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$13.3M
|
+$10K
|
+83
|
+0.1%
|
|
|
22
|
RFP Financial Group
Atlanta,
Georgia
|
$12.4M
|
+$12.4M
|
+102,954
|
New
|
|
|
23
|
Tacita Capital
Toronto,
Ontario, Canada
|
$10.9M
|
+$157K
|
+1,296
|
+1%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.4M
|
-$168K
|
-1,390
|
-2%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
-$256K
|
-2,118
|
-2%
|
|
