|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$318M
|
+$6.62M
|
+54,662
|
+2%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$291M
|
+$3.92M
|
+32,332
|
+1%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$206M
|
-$31.1M
|
-257,085
|
-13%
|
|
|
4
|
|
$162M
|
+$7.54M
|
+62,275
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$145M
|
-$4.12M
|
-34,056
|
-3%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$110M
|
-$932K
|
-7,699
|
-0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$86.4M
|
+$2.49M
|
+20,529
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$59.8M
|
+$16.2M
|
+133,393
|
+36%
|
|
|
9
|
|
$49.3M
|
+$1.26M
|
+10,442
|
+3%
|
|
|
10
|
|
$46.9M
|
+$36.1M
|
+297,993
|
+314%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.1M
|
-$1.05M
|
-8,657
|
-4%
|
|
|
12
|
Dorval Corp
Maple Grove,
Minnesota
|
$21.6M
|
+$551K
|
+4,553
|
+3%
|
|
|
13
|
|
$20.9M
|
+$868K
|
+7,167
|
+4%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
$20.1M
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$3.42M
|
+28,277
|
+20%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$18M
|
-$427K
|
-3,527
|
-2%
|
|
|
17
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$16.1M
|
-$781K
|
-6,452
|
-5%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15.5M
|
-$35.7K
|
-295
|
-0.2%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
$14.7M
|
-$445K
|
-3,676
|
-3%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$14.3M
|
+$7.34M
|
+60,572
|
+103%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$13.9M
|
-$15.1M
|
-124,846
|
-52%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$13.3M
|
+$300K
|
+2,475
|
+2%
|
|
|
23
|
Equitable Holdings
New York
|
$12.4M
|
+$420K
|
+3,464
|
+3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.2M
|
-$1.09M
|
-8,994
|
-9%
|
|
|
25
|
Tacita Capital
Toronto,
Ontario, Canada
|
$10.7M
|
+$139K
|
+1,144
|
+1%
|
|
