|
1
|
Aspiriant LLC
Los Angeles,
California
|
$266M
|
-$26.5M
|
-282,284
|
-9%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$249M
|
+$4.4M
|
+46,951
|
+2%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$207M
|
-$13.7M
|
-146,482
|
-6%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$188M
|
+$186M
|
+1,979,759
|
New
|
|
|
5
|
|
$183M
|
+$10.1M
|
+107,583
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
+$7.63M
|
+81,360
|
+5%
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$138M
|
+$41.5K
|
+442
|
+0%
|
|
|
8
|
|
$109M
|
+$108M
|
+1,150,710
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$95.2M
|
+$4.91M
|
+52,339
|
+6%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$84.5M
|
-$418K
|
-4,458
|
-0.5%
|
|
|
11
|
|
$68.4M
|
-$1.08M
|
-11,505
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$60.2M
|
+$366K
|
+3,903
|
+0.6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$59.5M
|
+$145K
|
+1,550
|
+0.2%
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
$46.1M
|
+$15.8M
|
+168,506
|
+53%
|
|
|
15
|
Symmetry Partners
Glastonbury,
Connecticut
|
$42M
|
-$3.07M
|
-32,750
|
-7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.4M
|
-$6.73M
|
-71,706
|
-17%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$31.4M
|
-$1.56M
|
-16,645
|
-5%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30.2M
|
+$27.6M
|
+293,772
|
+1,334%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.6M
|
+$12.8M
|
+136,248
|
+88%
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20M
|
+$18.8M
|
+199,940
|
+1,828%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.4M
|
+$3.99M
|
+42,581
|
+26%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
-$11.8M
|
-126,269
|
-38%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.2M
|
-$112K
|
-1,199
|
-0.6%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$19.1M
|
+$149K
|
+1,585
|
+0.8%
|
|
|
25
|
Searcy Financial Services
Overland Park,
Kansas
|
$18.1M
|
+$291K
|
+3,105
|
+2%
|
|
