|
1
|
Bank of America
Charlotte,
North Carolina
|
$82M
|
-$4.49M
|
-388,530
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$29M
|
+$39.4K
|
+3,412
|
+0.1%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23.6M
|
-$2.6M
|
-225,000
|
-15%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$21.3M
|
+$11.7M
|
+1,012,772
|
+141%
|
|
|
5
|
|
$21.2M
|
+$472K
|
+40,872
|
+2%
|
|
|
6
|
Russell Investments Group
London,
United Kingdom
|
$11M
|
–
|
–
|
–
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$8.81M
|
+$564K
|
+48,796
|
+7%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$8.47M
|
-$226K
|
-19,581
|
-3%
|
|
|
9
|
Nomura Asset Management
Tokyo,
Japan
|
$7.68M
|
+$4.46M
|
+385,700
|
+162%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$5.2M
|
–
|
–
|
–
|
|
|
11
|
Cordant Inc
Portland,
Oregon
|
$4.91M
|
+$217K
|
+18,767
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.11M
|
-$908K
|
-78,560
|
-19%
|
|
|
13
|
Axiom Financial Strategies
New Albany,
Indiana
|
$3.89M
|
+$1.86M
|
+161,335
|
+104%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.87M
|
+$312K
|
+27,038
|
+9%
|
|
|
15
|
Filament
Seattle,
Washington
|
$3.79M
|
-$13.2K
|
-1,140
|
-0.4%
|
|
|
16
|
|
$3.74M
|
-$417K
|
-36,131
|
-11%
|
|
|
17
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$3.44M
|
+$569K
|
+49,273
|
+21%
|
|
|
18
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$3.14M
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$2.8M
|
+$2.63M
|
+227,490
|
New
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$2.75M
|
+$1.68M
|
+145,651
|
+187%
|
|
|
21
|
AllianceBernstein
Nashville,
Tennessee
|
$2.54M
|
-$2.88M
|
-249,020
|
-55%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.42M
|
-$404K
|
-34,997
|
-15%
|
|
|
23
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.25M
|
-$106K
|
-9,202
|
-5%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.06M
|
+$415K
|
+35,937
|
+27%
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.94M
|
+$194K
|
+16,815
|
+12%
|
|
