|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$285M
|
-$4.41M
|
-42,454
|
-2%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$252M
|
-$6.25M
|
-60,101
|
-2%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$230M
|
-$15.7M
|
-150,729
|
-6%
|
|
|
4
|
|
$180M
|
-$1.5M
|
-14,384
|
-0.8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$8.5M
|
-81,757
|
-5%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$101M
|
-$2.98M
|
-28,631
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$66.2M
|
-$1.6M
|
-15,404
|
-2%
|
|
|
8
|
|
$47.3M
|
-$4.01M
|
-38,609
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$41.8M
|
+$268K
|
+2,578
|
+0.6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$38M
|
-$872K
|
-8,391
|
-2%
|
|
|
11
|
Symmetry Partners
Glastonbury,
Connecticut
|
$26.3M
|
-$5.48M
|
-52,749
|
-17%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$25.4M
|
-$5.26M
|
-50,585
|
-18%
|
|
|
13
|
Searcy Financial Services
Overland Park,
Kansas
|
$21.9M
|
+$308K
|
+2,967
|
+1%
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
$19M
|
-$647K
|
-6,223
|
-3%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$17.4M
|
–
|
–
|
–
|
|
|
16
|
AllianceBernstein
Nashville,
Tennessee
|
$16.2M
|
-$658K
|
-6,334
|
-4%
|
|
|
17
|
Dorval Corp
Maple Grove,
Minnesota
|
$15.9M
|
+$473K
|
+4,550
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
+$86.6K
|
+833
|
+0.6%
|
|
|
19
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$14.2M
|
-$211K
|
-2,031
|
-1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.9M
|
-$60.6K
|
-583
|
-0.4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
-$1.02M
|
-9,823
|
-7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
+$4.88M
|
+46,969
|
+59%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$12M
|
-$530K
|
-5,101
|
-4%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$11.8M
|
-$194K
|
-1,862
|
-2%
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.5M
|
-$14.3M
|
-137,834
|
-56%
|
|
