|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$297M
|
-$3.66M
|
-32,424
|
-1%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$285M
|
+$2.58M
|
+22,856
|
+0.9%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$219M
|
-$3.81M
|
-33,747
|
-2%
|
|
|
4
|
|
$189M
|
-$4.99M
|
-44,159
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$3.88M
|
-34,300
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$75.8M
|
-$219K
|
-1,940
|
-0.3%
|
|
|
7
|
|
$47.2M
|
-$1.04M
|
-9,165
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$46.7M
|
-$791K
|
-6,996
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.8M
|
-$7.82M
|
-69,209
|
-22%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$27.5M
|
+$588K
|
+5,207
|
+2%
|
|
|
11
|
Tanglewood Wealth Management
Houston,
Texas
|
$27.1M
|
+$26.3M
|
+232,522
|
New
|
|
|
12
|
Searcy Financial Services
Overland Park,
Kansas
|
$25.5M
|
+$643K
|
+5,688
|
+3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$25.1M
|
-$1.38M
|
-12,201
|
-5%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$24.9M
|
-$1.5M
|
-13,313
|
-6%
|
|
|
15
|
|
$21.2M
|
+$8.05M
|
+71,214
|
+64%
|
|
|
16
|
HB Wealth Management
Atlanta,
Georgia
|
$20.8M
|
+$20.2M
|
+179,035
|
New
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$19.6M
|
–
|
–
|
–
|
|
|
18
|
Dorval Corp
Maple Grove,
Minnesota
|
$18.3M
|
+$233K
|
+2,065
|
+1%
|
|
|
19
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$17.8M
|
+$3.33M
|
+29,462
|
+24%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$17M
|
+$2.94M
|
+25,993
|
+22%
|
|
|
21
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$15.1M
|
-$430K
|
-3,808
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
-$56.6K
|
-501
|
-0.4%
|
|
|
23
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.8M
|
+$228K
|
+2,021
|
+2%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$1.71M
|
-15,129
|
-13%
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$11.6M
|
+$45.8K
|
+405
|
+0.4%
|
|
