|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$306M
|
+$6.06M
|
+50,990
|
+2%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$290M
|
+$539K
|
+4,540
|
+0.2%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$242M
|
+$445K
|
+3,751
|
+0.2%
|
|
|
4
|
|
$160M
|
-$59.8M
|
-503,694
|
-27%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
-$3.66M
|
-30,790
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$82.5M
|
+$2.91M
|
+24,467
|
+4%
|
|
|
7
|
|
$46.6M
|
-$493K
|
-4,149
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$44.4M
|
-$3M
|
-25,297
|
-6%
|
|
|
9
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$30.8M
|
+$30.5M
|
+257,027
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$28.7M
|
+$501K
|
+4,215
|
+2%
|
|
|
11
|
Searcy Financial Services
Overland Park,
Kansas
|
$26.8M
|
+$365K
|
+3,076
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.8M
|
-$3.9M
|
-32,814
|
-14%
|
|
|
13
|
|
$22.2M
|
-$4.99M
|
-42,010
|
-18%
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$20.8M
|
+$3.61M
|
+30,373
|
+21%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$20.2M
|
–
|
–
|
–
|
|
|
16
|
Dorval Corp
Maple Grove,
Minnesota
|
$20M
|
+$580K
|
+4,885
|
+3%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$18.9M
|
-$1.29M
|
-10,865
|
-6%
|
|
|
18
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$16.7M
|
+$803K
|
+6,763
|
+5%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
$15.5M
|
-$1.34M
|
-11,284
|
-8%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.7M
|
-$1.43M
|
-12,046
|
-10%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12M
|
+$263K
|
+2,211
|
+2%
|
|
|
22
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$11.8M
|
-$297K
|
-2,502
|
-2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$241K
|
-2,026
|
-2%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$11.8M
|
+$2.24M
|
+18,904
|
+24%
|
|
|
25
|
Equitable Holdings
New York
|
$11.3M
|
+$357K
|
+3,003
|
+3%
|
|
