|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$295M
|
+$41.1M
|
+431,020
|
+16%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$275M
|
+$3.68M
|
+38,608
|
+1%
|
|
|
3
|
|
$242M
|
+$129M
|
+1,348,736
|
+117%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$214M
|
+$3.36M
|
+35,305
|
+2%
|
|
|
5
|
|
$181M
|
-$4.89M
|
-51,292
|
-3%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$181M
|
-$10.4M
|
-109,571
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$166M
|
-$7.71M
|
-80,884
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$165M
|
+$66.8M
|
+701,335
|
+70%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$140M
|
-$7.72K
|
-81
|
-0%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$83M
|
-$3.02M
|
-31,663
|
-4%
|
|
|
11
|
|
$68.3M
|
-$1.32M
|
-13,870
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$62.8M
|
+$1.45M
|
+15,211
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$59.5M
|
-$1.02M
|
-10,739
|
-2%
|
|
|
14
|
Symmetry Partners
Glastonbury,
Connecticut
|
$43.5M
|
+$747K
|
+7,834
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.1M
|
+$56.3K
|
+591
|
+0.2%
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
$30.9M
|
-$15.8M
|
-165,493
|
-34%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$27.7M
|
-$4.15M
|
-43,531
|
-13%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26M
|
-$4.51M
|
-47,286
|
-15%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$22.7M
|
+$10.2M
|
+106,717
|
+84%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$22M
|
+$4.19M
|
+43,959
|
+24%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.6M
|
+$756K
|
+7,934
|
+4%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$20.3M
|
+$811K
|
+8,509
|
+4%
|
|
|
23
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$19.3M
|
+$1.14M
|
+11,967
|
+6%
|
|
|
24
|
Searcy Financial Services
Overland Park,
Kansas
|
$18.6M
|
+$191K
|
+2,004
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
-$1.76M
|
-18,476
|
-9%
|
|
