|
1
|
Aspiriant LLC
Los Angeles,
California
|
$290M
|
+$6.95M
|
+67,344
|
+2%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$259M
|
+$10.8M
|
+104,632
|
+4%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$241M
|
+$1.54M
|
+14,890
|
+0.7%
|
|
|
4
|
|
$229M
|
+$204M
|
+1,980,608
|
+991%
|
|
|
5
|
RGT Wealth Advisors
Dallas,
Texas
|
$205M
|
+$2.69M
|
+26,099
|
+1%
|
|
|
6
|
|
$198M
|
-$14.4M
|
-139,308
|
-7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$189M
|
-$4.86M
|
-47,144
|
-3%
|
|
|
8
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$169M
|
+$169M
|
+1,634,869
|
New
|
|
|
9
|
Lenox Wealth Advisors
New York
|
$105M
|
+$1.19M
|
+11,542
|
+1%
|
|
|
10
|
|
$68M
|
-$4.88M
|
-47,354
|
-7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$67.6M
|
+$6.09M
|
+59,025
|
+10%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$54M
|
+$9.07M
|
+87,886
|
+21%
|
|
|
13
|
Symmetry Partners
Glastonbury,
Connecticut
|
$49.1M
|
-$1.72M
|
-16,702
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$48M
|
+$1.47M
|
+14,280
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.1M
|
-$498K
|
-4,824
|
-1%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$36.1M
|
+$282K
|
+2,735
|
+0.8%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$32.8M
|
-$21.7M
|
-210,484
|
-40%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$26.8M
|
-$8.47M
|
-82,090
|
-24%
|
|
|
19
|
Searcy Financial Services
Overland Park,
Kansas
|
$23.7M
|
+$1.05M
|
+10,146
|
+5%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.5M
|
+$2.32M
|
+22,513
|
+12%
|
|
|
21
|
Bessemer Group
Woodbridge,
New Jersey
|
$21.1M
|
+$270K
|
+2,618
|
+1%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$19.4M
|
-$2.75M
|
-26,678
|
-13%
|
|
|
23
|
Wealthsimple
Toronto,
Ontario, Canada
|
$18.9M
|
-$560M
|
-5,431,631
|
-97%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.5M
|
-$499K
|
-4,841
|
-3%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$18.5M
|
+$2.09M
|
+20,278
|
+13%
|
|
