|
1
|
Aspiriant LLC
Los Angeles,
California
|
$277M
|
-$538K
|
-5,110
|
-0.2%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$238M
|
-$20.3M
|
-192,597
|
-8%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$231M
|
-$2.49M
|
-23,606
|
-1%
|
|
|
4
|
|
$215M
|
-$9.57M
|
-90,922
|
-4%
|
|
|
5
|
RGT Wealth Advisors
Dallas,
Texas
|
$192M
|
+$4.59M
|
+43,637
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$185M
|
-$16.8M
|
-160,010
|
-8%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$99.2M
|
+$102M
|
+965,855
|
New
|
|
|
8
|
Lenox Wealth Advisors
New York
|
$99.2M
|
+$1.85M
|
+17,566
|
+2%
|
|
|
9
|
|
$74M
|
-$686K
|
-6,518
|
-0.9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$57.5M
|
+$6.77M
|
+64,330
|
+13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.2M
|
+$2.29M
|
+21,755
|
+5%
|
|
|
12
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$48.5M
|
+$49.7M
|
+472,074
|
New
|
|
|
13
|
Symmetry Partners
Glastonbury,
Connecticut
|
$47.6M
|
-$2.08M
|
-19,768
|
-4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$45.1M
|
-$5.97M
|
-56,720
|
-11%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.8M
|
-$6.38M
|
-60,584
|
-13%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$35M
|
-$2.42M
|
-23,031
|
-6%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$32.7M
|
+$1.43M
|
+13,572
|
+4%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$22M
|
+$1.18M
|
+11,177
|
+6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.2M
|
+$330K
|
+3,131
|
+2%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$21M
|
-$10.3M
|
-98,155
|
-32%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.5M
|
+$1.02M
|
+9,653
|
+5%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$19.5M
|
-$1.14M
|
-10,830
|
-5%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$19.3M
|
+$11M
|
+104,699
|
+126%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.4M
|
-$336K
|
-3,190
|
-2%
|
|
|
25
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$18.1M
|
-$778K
|
-7,387
|
-4%
|
|
