|
1
|
Bank of America
Charlotte,
North Carolina
|
$197M
|
+$24.3M
|
+302,343
|
+14%
|
|
|
2
|
|
$190M
|
-$8.78M
|
-109,089
|
-4%
|
|
|
3
|
Prudential plc
London, England,
United Kingdom
|
$167M
|
-$5.65M
|
-70,200
|
-3%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$124M
|
+$25.5M
|
+316,729
|
+26%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$120M
|
+$9.92M
|
+123,179
|
+9%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$82M
|
+$18.9M
|
+234,841
|
+30%
|
|
|
7
|
|
$69.9M
|
-$1.05M
|
-13,028
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$56.3M
|
+$5.71M
|
+70,898
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$38.6M
|
+$5.76M
|
+71,528
|
+18%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$38.1M
|
+$1.45M
|
+17,980
|
+4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$33.4M
|
+$201K
|
+2,491
|
+0.6%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$29.4M
|
-$1.29M
|
-15,985
|
-4%
|
|
|
13
|
Keel Point
Huntsville,
Alabama
|
$28.9M
|
+$28.6M
|
+355,030
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$22.1M
|
+$867K
|
+10,763
|
+4%
|
|
|
15
|
|
$21.8M
|
+$119K
|
+1,473
|
+0.6%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.6M
|
+$15.4M
|
+191,311
|
+1,514%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.9M
|
+$1.62M
|
+20,095
|
+12%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$2.48M
|
+30,780
|
+20%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
-$3.47M
|
-43,087
|
-24%
|
|
|
20
|
High Falls Advisors
Rochester,
New York
|
$10.5M
|
+$100K
|
+1,244
|
+1%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$10.3M
|
+$8.76M
|
+108,787
|
+617%
|
|
|
22
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.7M
|
-$153K
|
-1,903
|
-2%
|
|
|
23
|
Arcus Capital Partners
Atlanta,
Georgia
|
$9.39M
|
+$236K
|
+2,926
|
+3%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.33M
|
+$891K
|
+11,067
|
+11%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.09M
|
+$1.31M
|
+16,325
|
+17%
|
|
