|
1
|
|
$566M
|
+$41.4M
|
+518,078
|
+9%
|
|
|
2
|
D'Orazio & Associates
Falls Church,
Virginia
|
$103M
|
-$312K
|
-3,907
|
-0.3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$80.1M
|
-$1.94M
|
-24,256
|
-3%
|
|
|
4
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$21.8M
|
+$294K
|
+3,677
|
+1%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.8M
|
-$284K
|
-3,560
|
-2%
|
|
|
6
|
Empowered Funds
Havertown,
Pennsylvania
|
$12.2M
|
+$11.2M
|
+140,020
|
New
|
|
|
7
|
Hershey Trust Company
Hershey,
Pennsylvania
|
$11.7M
|
+$5.03M
|
+63,000
|
+89%
|
|
|
8
|
|
$10.5M
|
+$2.22M
|
+27,771
|
+30%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.48M
|
+$2.51M
|
+31,451
|
+41%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.8M
|
–
|
–
|
–
|
|
|
11
|
WNY Asset Management
Williamsville,
New York
|
$7.85M
|
+$7.21M
|
+90,225
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.35M
|
+$2.62M
|
+32,841
|
+64%
|
|
|
13
|
Financial Partners Capital Management
New York
|
$6.88M
|
+$478K
|
+5,980
|
+8%
|
|
|
14
|
Clear Creek Financial Management
Silverdale,
Washington
|
$5.9M
|
+$5.41M
|
+67,707
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.19M
|
+$720K
|
+9,012
|
+18%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.18M
|
+$898K
|
+11,242
|
+23%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$4.95M
|
+$2.48M
|
+31,079
|
+121%
|
|
|
18
|
Financial Management Concepts
Winter Springs,
Florida
|
$4.79M
|
+$4.39M
|
+54,931
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.58M
|
+$827K
|
+10,359
|
+25%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.46M
|
-$207K
|
-2,588
|
-5%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$4.39M
|
+$4.02M
|
+50,317
|
New
|
|
|
22
|
Titus Wealth Management
Larskpur,
California
|
$4.1M
|
+$54.3K
|
+680
|
+1%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.78M
|
+$2.34M
|
+29,323
|
+208%
|
|
|
24
|
Banco Santander
Madrid,
Spain
|
$3.72M
|
-$2.26M
|
-28,239
|
-40%
|
|
|
25
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$3.7M
|
+$3.39M
|
+42,453
|
New
|
|
