|
1
|
|
$306M
|
+$1.99M
|
+22,982
|
+0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$249M
|
-$8.99M
|
-103,836
|
-4%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$227M
|
+$39.6M
|
+457,755
|
+21%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$182M
|
+$8.43M
|
+97,337
|
+5%
|
|
|
5
|
RGT Wealth Advisors
Dallas,
Texas
|
$146M
|
+$4.21M
|
+48,652
|
+3%
|
|
|
6
|
|
$122M
|
-$3.47M
|
-40,120
|
-3%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$103M
|
-$11.4M
|
-131,250
|
-10%
|
|
|
8
|
Lenox Wealth Advisors
New York
|
$77.8M
|
+$2.47M
|
+28,493
|
+3%
|
|
|
9
|
|
$76.1M
|
+$75.2M
|
+869,060
|
New
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$68.9M
|
-$2.72M
|
-31,400
|
-4%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$66.6M
|
+$14.6M
|
+168,644
|
+28%
|
|
|
12
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$60.5M
|
-$16.3M
|
-188,596
|
-21%
|
|
|
13
|
Symmetry Partners
Glastonbury,
Connecticut
|
$57.3M
|
+$56.7M
|
+654,536
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.1M
|
+$6.17M
|
+71,250
|
+13%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.5M
|
-$15.7M
|
-181,308
|
-23%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$50.9M
|
+$1.27M
|
+14,655
|
+3%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$50.7M
|
-$1.84M
|
-21,281
|
-4%
|
|
|
18
|
FAS Wealth Partners
Leawood,
Kansas
|
$47.6M
|
+$19.7K
|
+228
|
+0%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$46M
|
-$3.24M
|
-37,422
|
-7%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$43M
|
+$10M
|
+115,929
|
+31%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$42.6M
|
-$11.7M
|
-135,665
|
-22%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$39M
|
+$38.5M
|
+444,889
|
New
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
$32.3M
|
-$9.52M
|
-109,978
|
-23%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.1M
|
-$4.6M
|
-53,158
|
-13%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$30.4M
|
-$622K
|
-7,183
|
-2%
|
|
