|
1
|
Bank of America
Charlotte,
North Carolina
|
$79.3M
|
-$12.8M
|
-918,287
|
-12%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.6M
|
-$1.38M
|
-99,000
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$26.4M
|
-$10.1M
|
-723,413
|
-24%
|
|
|
4
|
|
$18.9M
|
-$1.24M
|
-88,503
|
-5%
|
|
|
5
|
Russell Investments Group
London,
United Kingdom
|
$10M
|
+$4.82M
|
+345,000
|
+63%
|
|
|
6
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$8.55M
|
-$205K
|
-14,646
|
-2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$8.08M
|
+$1.16M
|
+82,940
|
+13%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$7.96M
|
+$1.63M
|
+116,348
|
+20%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$7.51M
|
+$2.04M
|
+145,654
|
+28%
|
|
|
10
|
AllianceBernstein
Nashville,
Tennessee
|
$5.12M
|
-$992K
|
-71,010
|
-13%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$4.75M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.64M
|
-$1.21M
|
-86,218
|
-17%
|
|
|
13
|
Cordant Inc
Portland,
Oregon
|
$4.27M
|
+$446K
|
+31,915
|
+9%
|
|
|
14
|
|
$4.12M
|
+$5.12M
|
+366,494
|
New
|
|
|
15
|
|
$3.83M
|
-$1.38M
|
-98,871
|
-23%
|
|
|
16
|
Filament
Seattle,
Washington
|
$3.47M
|
+$4.32M
|
+308,855
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.23M
|
-$2.71M
|
-193,894
|
-40%
|
|
|
18
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$2.87M
|
–
|
–
|
–
|
|
|
19
|
Nomura Asset Management
Tokyo,
Japan
|
$2.68M
|
-$3.15M
|
-225,200
|
-49%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.61M
|
-$6.56M
|
-469,207
|
-67%
|
|
|
21
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$2.58M
|
+$3.21M
|
+229,972
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.35M
|
+$2.91M
|
+208,503
|
New
|
|
|
23
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.16M
|
-$266K
|
-19,020
|
-9%
|
|
|
24
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$1.89M
|
+$583K
|
+41,698
|
+33%
|
|
|
25
|
|
$1.76M
|
-$33.1M
|
-2,369,610
|
-94%
|
|
