|
1
|
Aspiriant LLC
Los Angeles,
California
|
$278M
|
+$12M
|
+117,777
|
+5%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$258M
|
-$11.8M
|
-115,046
|
-4%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$234M
|
+$5.09M
|
+49,850
|
+2%
|
|
|
4
|
|
$225M
|
-$42.9M
|
-420,102
|
-16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
-$7.68M
|
-75,173
|
-4%
|
|
|
6
|
RGT Wealth Advisors
Dallas,
Texas
|
$188M
|
+$5.49M
|
+53,699
|
+3%
|
|
|
7
|
Lenox Wealth Advisors
New York
|
$97.5M
|
+$4.22M
|
+41,274
|
+5%
|
|
|
8
|
|
$74.8M
|
-$4.04M
|
-39,553
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$51M
|
-$353K
|
-3,451
|
-0.7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$51M
|
+$1.63M
|
+15,992
|
+3%
|
|
|
11
|
Symmetry Partners
Glastonbury,
Connecticut
|
$49.7M
|
-$1.77M
|
-17,351
|
-3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$49M
|
+$6.67M
|
+65,293
|
+16%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$47M
|
+$9.36M
|
+91,667
|
+25%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$37.4M
|
-$1.97M
|
-19,327
|
-5%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$31.3M
|
+$704K
|
+6,889
|
+2%
|
|
|
16
|
Bessemer Group
Woodbridge,
New Jersey
|
$31.1M
|
-$10.8M
|
-105,784
|
-26%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$3.34M
|
+32,697
|
+19%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$20.9M
|
+$930K
|
+9,101
|
+5%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$20.6M
|
-$5.22M
|
-51,104
|
-20%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.6M
|
+$7.74M
|
+75,723
|
+66%
|
|
|
21
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$18.8M
|
-$202K
|
-1,975
|
-1%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.7M
|
+$167K
|
+1,637
|
+0.9%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
-$918K
|
-8,987
|
-6%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
-$266K
|
-2,604
|
-2%
|
|
|
25
|
Searcy Financial Services
Overland Park,
Kansas
|
$14.5M
|
+$170K
|
+1,668
|
+1%
|
|
