|
1
|
Wells Fargo
San Francisco,
California
|
$521M
|
-$23.8M
|
-1,133,944
|
-4%
|
|
|
2
|
Metis Global Partners
San Diego,
California
|
$240M
|
+$67.5M
|
+3,213,136
|
+41%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$177M
|
+$5.56M
|
+264,840
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$59.9M
|
+$4.29M
|
+204,192
|
+8%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.3M
|
+$8.56M
|
+407,858
|
+20%
|
|
|
6
|
|
$50.2M
|
+$1.81M
|
+86,194
|
+4%
|
|
|
7
|
NEPC LLC
Boston,
Massachusetts
|
$42.7M
|
-$4.07M
|
-193,646
|
-9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.4M
|
+$1.91M
|
+90,750
|
+6%
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$32.6M
|
+$19.3M
|
+917,907
|
+154%
|
|
|
10
|
MCF Advisors
Covington,
Kentucky
|
$21.4M
|
+$1.21M
|
+57,402
|
+6%
|
|
|
11
|
Financial & Tax Architects
St Louis,
Missouri
|
$20.7M
|
+$20.1M
|
+959,266
|
New
|
|
|
12
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$20.2M
|
–
|
–
|
–
|
|
|
13
|
Cresset Asset Management
Chicago,
Illinois
|
$18.4M
|
+$3.25M
|
+154,594
|
+22%
|
|
|
14
|
|
$17.8M
|
+$17.3M
|
+825,366
|
New
|
|
|
15
|
Penserra Capital Management
Orinda,
California
|
$16.1M
|
+$3.09M
|
+147,392
|
+25%
|
|
|
16
|
Payne Capital Management
New York
|
$16M
|
+$1.71M
|
+81,511
|
+12%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.7M
|
+$12.3M
|
+587,790
|
New
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$10.9M
|
+$383K
|
+18,263
|
+4%
|
|
|
19
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$8.61M
|
+$1.99M
|
+94,745
|
+31%
|
|
|
20
|
Disciplina Capital Management
Nashville,
Tennessee
|
$8.43M
|
-$76.2K
|
-3,628
|
-0.9%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.92M
|
+$381K
|
+18,163
|
+5%
|
|
|
22
|
Principal Financial Group
Des Moines,
Iowa
|
$7.49M
|
+$1.31M
|
+62,400
|
+22%
|
|
|
23
|
RS Crum Inc
Newport Beach,
California
|
$7.15M
|
+$344K
|
+16,380
|
+5%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.7M
|
+$6.53M
|
+311,121
|
New
|
|
|
25
|
Upper Left Wealth Management
Tampa,
Florida
|
$6.5M
|
+$111K
|
+5,263
|
+2%
|
|
