|
1
|
Wells Fargo
San Francisco,
California
|
$526M
|
+$142M
|
+6,840,207
|
+37%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$165M
|
-$33.8M
|
-1,628,701
|
-17%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$165M
|
+$35.7M
|
+1,720,757
|
+28%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$53.5M
|
+$13.8M
|
+667,534
|
+35%
|
|
|
5
|
|
$46.6M
|
+$22.3M
|
+1,075,582
|
+92%
|
|
|
6
|
NEPC LLC
Boston,
Massachusetts
|
$45.2M
|
+$7.06M
|
+340,344
|
+19%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41.9M
|
+$7.73M
|
+372,725
|
+23%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.4M
|
+$2.36M
|
+113,575
|
+8%
|
|
|
9
|
Great Lakes Advisors
Chicago,
Illinois
|
$30.2M
|
-$2.03M
|
-97,846
|
-6%
|
|
|
10
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$19.5M
|
-$1.04M
|
-50,000
|
-5%
|
|
|
11
|
MCF Advisors
Covington,
Kentucky
|
$19.4M
|
+$198K
|
+9,554
|
+1%
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$14.5M
|
+$729K
|
+35,141
|
+5%
|
|
|
13
|
Payne Capital Management
New York
|
$13.7M
|
-$195K
|
-9,395
|
-1%
|
|
|
14
|
Penserra Capital Management
Orinda,
California
|
$12.4M
|
+$314K
|
+15,133
|
+3%
|
|
|
15
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$12.4M
|
-$24.2K
|
-1,168
|
-0.2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$10.1M
|
-$321K
|
-15,453
|
-3%
|
|
|
17
|
Disciplina Capital Management
Nashville,
Tennessee
|
$8.2M
|
+$2.59M
|
+124,799
|
+46%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.26M
|
-$938K
|
-45,234
|
-11%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$6.69M
|
+$5.85M
|
+281,844
|
+702%
|
|
|
20
|
RS Crum Inc
Newport Beach,
California
|
$6.55M
|
+$3.3M
|
+159,010
|
+102%
|
|
|
21
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$6.33M
|
–
|
–
|
–
|
|
|
22
|
Upper Left Wealth Management
Tampa,
Florida
|
$6.16M
|
+$265K
|
+12,766
|
+4%
|
|
|
23
|
Principal Financial Group
Des Moines,
Iowa
|
$5.92M
|
+$5.92M
|
+285,250
|
New
|
|
|
24
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$5.68M
|
+$171K
|
+8,259
|
+3%
|
|
|
25
|
Blue Trust Inc
Alpharetta,
Georgia
|
$5.3M
|
+$93.1K
|
+4,488
|
+2%
|
|
