|
1
|
Wells Fargo
San Francisco,
California
|
$594M
|
-$8.19M
|
-374,205
|
-2%
|
|
|
2
|
Metis Global Partners
San Diego,
California
|
$299M
|
+$22.8M
|
+1,042,325
|
+9%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$260M
|
+$55M
|
+2,512,645
|
+31%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$93.3M
|
+$19.8M
|
+902,981
|
+31%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$86.8M
|
+$17.6M
|
+802,983
|
+29%
|
|
|
6
|
|
$57M
|
-$1.51M
|
-69,201
|
-3%
|
|
|
7
|
NEPC LLC
Boston,
Massachusetts
|
$56.1M
|
+$1.99K
|
+91
|
+0%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.2M
|
+$2.65M
|
+120,979
|
+8%
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$38.7M
|
+$2.12M
|
+96,676
|
+6%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$31.3M
|
+$6.92M
|
+316,307
|
+33%
|
|
|
11
|
Principal Financial Group
Des Moines,
Iowa
|
$27.9M
|
+$11.8M
|
+539,500
|
+88%
|
|
|
12
|
MCF Advisors
Covington,
Kentucky
|
$27.7M
|
-$154K
|
-7,022
|
-0.6%
|
|
|
13
|
Financial & Tax Architects
St Louis,
Missouri
|
$22.9M
|
+$1.2M
|
+55,071
|
+6%
|
|
|
14
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$22.8M
|
–
|
–
|
–
|
|
|
15
|
Payne Capital Management
New York
|
$22.3M
|
+$2.81M
|
+128,499
|
+16%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$2.36M
|
+107,810
|
+23%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$13.7M
|
+$1.16M
|
+53,022
|
+10%
|
|
|
18
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$12.3M
|
-$10.9M
|
-496,688
|
-50%
|
|
|
19
|
Disciplina Capital Management
Nashville,
Tennessee
|
$11.5M
|
-$366K
|
-16,723
|
-3%
|
|
|
20
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$10.9M
|
+$9.44M
|
+431,440
|
+2,485%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$10.5M
|
+$9.44M
|
+431,550
|
+18,928%
|
|
|
22
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$9.62M
|
+$8.67M
|
+396,127
|
New
|
|
|
23
|
RS Crum Inc
Newport Beach,
California
|
$9.6M
|
+$948K
|
+43,340
|
+12%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.24M
|
+$1.63M
|
+74,365
|
+24%
|
|
|
25
|
Chandler Asset Management
San Diego,
California
|
$9.16M
|
+$8.26M
|
+377,280
|
New
|
|
