|
1
|
Wells Fargo
San Francisco,
California
|
$485M
|
+$13.9M
|
+626,914
|
+3%
|
|
|
2
|
Metis Global Partners
San Diego,
California
|
$220M
|
+$2.56M
|
+115,303
|
+1%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$160M
|
-$404K
|
-18,178
|
-0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$57.4M
|
+$3.5M
|
+157,587
|
+6%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.1M
|
+$7.61M
|
+342,199
|
+14%
|
|
|
6
|
|
$47.1M
|
+$1.84M
|
+82,953
|
+4%
|
|
|
7
|
NEPC LLC
Boston,
Massachusetts
|
$45.1M
|
+$7.26M
|
+326,507
|
+16%
|
|
|
8
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$29.2M
|
-$421K
|
-18,921
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.2M
|
-$1.29M
|
-58,239
|
-4%
|
|
|
10
|
MCF Advisors
Covington,
Kentucky
|
$22.4M
|
+$3.41M
|
+153,290
|
+15%
|
|
|
11
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$19.6M
|
+$22.3M
|
+1,002,636
|
New
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$19M
|
+$2.61M
|
+117,507
|
+14%
|
|
|
13
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$18.3M
|
–
|
–
|
–
|
|
|
14
|
Financial & Tax Architects
St Louis,
Missouri
|
$17.3M
|
-$1.6M
|
-72,051
|
-8%
|
|
|
15
|
Payne Capital Management
New York
|
$15.4M
|
+$1.04M
|
+46,625
|
+6%
|
|
|
16
|
Penserra Capital Management
Orinda,
California
|
$12.6M
|
-$2.3M
|
-103,371
|
-14%
|
|
|
17
|
Principal Financial Group
Des Moines,
Iowa
|
$11.9M
|
+$5.83M
|
+262,190
|
+75%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$10M
|
+$161K
|
+7,227
|
+1%
|
|
|
19
|
Disciplina Capital Management
Nashville,
Tennessee
|
$9.55M
|
+$2.17M
|
+97,496
|
+25%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.17M
|
+$2.25M
|
+101,391
|
+28%
|
|
|
21
|
Bank of New York Mellon
New York
|
$6.95M
|
+$7.91M
|
+355,949
|
New
|
|
|
22
|
RS Crum Inc
Newport Beach,
California
|
$6.87M
|
+$444K
|
+19,967
|
+6%
|
|
|
23
|
Graham Capital Management
Rowayton,
Connecticut
|
$6.84M
|
+$7.78M
|
+350,000
|
New
|
|
|
24
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$6.6M
|
-$1.38M
|
-61,930
|
-15%
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$6.29M
|
+$1.25M
|
+56,386
|
+21%
|
|
