|
1
|
Aspiriant LLC
Los Angeles,
California
|
$273M
|
+$265K
|
+2,773
|
+0.1%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$228M
|
+$7.04M
|
+73,650
|
+3%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$206M
|
+$3.41M
|
+35,646
|
+2%
|
|
|
4
|
RGT Wealth Advisors
Dallas,
Texas
|
$175M
|
+$2.69M
|
+28,177
|
+1%
|
|
|
5
|
|
$161M
|
-$673K
|
-7,039
|
-0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$6.1M
|
-63,811
|
-4%
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$128M
|
+$41.4M
|
+433,320
|
+43%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.1M
|
+$7.77M
|
+81,252
|
+9%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$79.2M
|
-$7.84M
|
-81,992
|
-8%
|
|
|
10
|
|
$64.8M
|
+$3.68M
|
+38,540
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$55.8M
|
-$1M
|
-10,498
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$55.3M
|
+$2.24M
|
+23,413
|
+4%
|
|
|
13
|
Symmetry Partners
Glastonbury,
Connecticut
|
$42M
|
+$606K
|
+6,337
|
+1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.5M
|
+$338K
|
+3,534
|
+0.8%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$30.7M
|
+$194K
|
+2,034
|
+0.6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$29.3M
|
-$338K
|
-3,534
|
-1%
|
|
|
17
|
WMS Partners
Towson,
Maryland
|
$28.1M
|
+$29.4M
|
+307,658
|
+3,358%
|
|
|
18
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$22.1M
|
-$17.1M
|
-179,408
|
-42%
|
|
|
19
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$18.4M
|
+$134K
|
+1,405
|
+0.9%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
+$962K
|
+10,069
|
+5%
|
|
|
21
|
Ackerman Capital Advisors
Dallas,
Texas
|
$17.7M
|
+$5.92M
|
+61,947
|
+45%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$17.7M
|
-$9.04M
|
-94,538
|
-32%
|
|
|
23
|
Searcy Financial Services
Overland Park,
Kansas
|
$16.6M
|
-$5.08M
|
-53,119
|
-22%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$15.8M
|
-$286K
|
-2,990
|
-2%
|
|
|
25
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$15.2M
|
+$16.4M
|
+171,533
|
New
|
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