|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$309M
|
+$6.26M
|
+52,388
|
+2%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$286M
|
-$1.62M
|
-13,577
|
-0.6%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$236M
|
-$3.51M
|
-29,403
|
-1%
|
|
|
4
|
|
$154M
|
-$5.38M
|
-44,965
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
-$132K
|
-1,104
|
-0.1%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$111M
|
+$111M
|
+931,806
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$83.4M
|
+$1.79M
|
+14,944
|
+2%
|
|
|
8
|
|
$47.7M
|
+$1.57M
|
+13,139
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$43.6M
|
-$387K
|
-3,236
|
-0.9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$28.6M
|
+$213K
|
+1,779
|
+0.7%
|
|
|
11
|
Searcy Financial Services
Overland Park,
Kansas
|
$27.2M
|
+$666K
|
+5,569
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
-$555K
|
-4,645
|
-2%
|
|
|
13
|
Dorval Corp
Maple Grove,
Minnesota
|
$20.9M
|
+$1.09M
|
+9,150
|
+5%
|
|
|
14
|
|
$20.2M
|
-$1.87M
|
-15,623
|
-8%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$20M
|
+$120
|
+1
|
+0%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$18.3M
|
+$8.44M
|
+70,615
|
+85%
|
|
|
17
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$16.8M
|
+$180K
|
+1,507
|
+1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
+$4.84M
|
+40,521
|
+41%
|
|
|
19
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15.4M
|
-$5.19M
|
-43,429
|
-25%
|
|
|
20
|
HB Wealth Management
Atlanta,
Georgia
|
$15M
|
-$371K
|
-3,107
|
-2%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$12.9M
|
-$5.91M
|
-49,408
|
-31%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.2M
|
-$322K
|
-2,693
|
-3%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12M
|
+$104K
|
+874
|
+0.9%
|
|
|
24
|
Equitable Holdings
New York
|
$12M
|
+$773K
|
+6,467
|
+7%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$12M
|
+$339K
|
+2,838
|
+3%
|
|
