|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$283M
|
-$8.49M
|
-75,017
|
-3%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$265M
|
+$1.48M
|
+13,103
|
+0.5%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$209M
|
+$7.36M
|
+64,974
|
+4%
|
|
|
4
|
|
$182M
|
-$7.81M
|
-68,966
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$146M
|
-$9.58M
|
-84,589
|
-6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$71.4M
|
+$3.39M
|
+29,933
|
+5%
|
|
|
7
|
|
$45.3M
|
-$1.95M
|
-17,258
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$44.6M
|
+$1.43M
|
+12,644
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.6M
|
-$2.69M
|
-23,742
|
-7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$25.2M
|
+$273K
|
+2,416
|
+1%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$24.9M
|
+$25.8M
|
+228,167
|
New
|
|
|
12
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$24.9M
|
-$79M
|
-697,838
|
-75%
|
|
|
13
|
Searcy Financial Services
Overland Park,
Kansas
|
$23.3M
|
+$164K
|
+1,445
|
+0.7%
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
$20.1M
|
+$249K
|
+2,198
|
+1%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$18.4M
|
–
|
–
|
–
|
|
|
16
|
Dorval Corp
Maple Grove,
Minnesota
|
$17.1M
|
+$514K
|
+4,539
|
+3%
|
|
|
17
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$14.6M
|
-$27.6K
|
-244
|
-0.2%
|
|
|
18
|
AllianceBernstein
Nashville,
Tennessee
|
$14.4M
|
-$507K
|
-4,481
|
-3%
|
|
|
19
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13.5M
|
-$10.5M
|
-92,317
|
-43%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$13.1M
|
+$9.1M
|
+80,359
|
+203%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$13M
|
-$3.27M
|
-28,869
|
-20%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
-$704K
|
-6,220
|
-5%
|
|
|
23
|
|
$12.2M
|
+$1.14M
|
+10,037
|
+10%
|
|
|
24
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.8M
|
+$68.4K
|
+604
|
+0.6%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$11.2M
|
-$263K
|
-2,323
|
-2%
|
|
