|
1
|
Wells Fargo
San Francisco,
California
|
$390M
|
-$169M
|
-6,978,593
|
-29%
|
|
|
2
|
Metis Global Partners
San Diego,
California
|
$305M
|
+$33.4M
|
+1,377,326
|
+11%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$228M
|
-$12.5M
|
-515,253
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$16.5M
|
+682,259
|
+18%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$89.1M
|
+$10.1M
|
+417,382
|
+12%
|
|
|
6
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$68.5M
|
+$35.8M
|
+1,476,806
|
+93%
|
|
|
7
|
|
$52.6M
|
+$279K
|
+11,505
|
+0.5%
|
|
|
8
|
NEPC LLC
Boston,
Massachusetts
|
$51.6M
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.1M
|
+$8.66M
|
+357,166
|
+22%
|
|
|
10
|
Empowered Funds
Havertown,
Pennsylvania
|
$41.5M
|
+$36.1M
|
+1,490,897
|
+406%
|
|
|
11
|
Cresset Asset Management
Chicago,
Illinois
|
$30.9M
|
+$2.33M
|
+96,193
|
+7%
|
|
|
12
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$21M
|
–
|
–
|
–
|
|
|
13
|
Payne Capital Management
New York
|
$20.9M
|
+$437K
|
+18,026
|
+2%
|
|
|
14
|
Financial & Tax Architects
St Louis,
Missouri
|
$20.5M
|
-$597K
|
-24,634
|
-3%
|
|
|
15
|
Principal Financial Group
Des Moines,
Iowa
|
$19.9M
|
-$6.22M
|
-256,570
|
-22%
|
|
|
16
|
LTS Liquid Investments
Nassau,
|
$18.1M
|
+$11.9M
|
+490,918
|
+153%
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
$16.3M
|
+$17.7M
|
+731,584
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
+$1.9M
|
+78,400
|
+14%
|
|
|
19
|
New York Life Investment Management
New York
|
$13.5M
|
+$9.06M
|
+373,534
|
+162%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$12.7M
|
+$130K
|
+5,379
|
+1%
|
|
|
21
|
Savvy Advisors Inc
New York
|
$12.5M
|
+$4.55M
|
+187,625
|
+50%
|
|
|
22
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$12.1M
|
+$4.47M
|
+184,160
|
+52%
|
|
|
23
|
Bangor Savings Bank
Bangor,
Maine
|
$11.2M
|
+$1.63M
|
+67,100
|
+15%
|
|
|
24
|
Disciplina Capital Management
Nashville,
Tennessee
|
$11M
|
+$546K
|
+22,527
|
+5%
|
|
|
25
|
Chandler Asset Management
San Diego,
California
|
$9.25M
|
+$895K
|
+36,895
|
+10%
|
|
