|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$411M
|
+$405M
|
+15,300,066
|
+6,264%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$324M
|
+$80.1M
|
+3,029,009
|
+31%
|
|
|
3
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$321M
|
–
|
–
|
–
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$227M
|
+$74.3M
|
+2,809,595
|
+46%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$134M
|
+$576K
|
+21,769
|
+0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
+$1.2M
|
+45,443
|
+1%
|
|
|
7
|
Foster Group
West Des Moines,
Iowa
|
$90.2M
|
+$1.5M
|
+56,725
|
+2%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$86.6M
|
+$3.03M
|
+114,471
|
+3%
|
|
|
9
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$78.3M
|
–
|
–
|
–
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$64.2M
|
+$6.64M
|
+250,920
|
+11%
|
|
|
11
|
Cable Hill Partners
Portland,
Oregon
|
$62.5M
|
+$688K
|
+26,011
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.4M
|
-$75.6K
|
-2,858
|
-0.1%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$55.2M
|
+$928K
|
+35,073
|
+2%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$47.4M
|
+$5.72M
|
+216,083
|
+13%
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$47.4M
|
+$5.72M
|
+216,083
|
+13%
|
|
|
16
|
Root Financial Partners
Encinitas,
California
|
$46.2M
|
+$9.3M
|
+351,669
|
+24%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$41.1M
|
-$1.82M
|
-68,694
|
-4%
|
|
|
18
|
Falcon Wealth Planning
Ontario,
California
|
$38.3M
|
+$999K
|
+37,744
|
+3%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37.1M
|
+$1.48M
|
+56,029
|
+4%
|
|
|
20
|
True Link Financial Advisors
San Francisco,
California
|
$36.3M
|
-$3.26M
|
-123,047
|
-8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.2M
|
+$2.47M
|
+93,438
|
+7%
|
|
|
22
|
Evoke Wealth
Los Angeles,
California
|
$33.9M
|
+$821K
|
+31,015
|
+2%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33M
|
+$9.39M
|
+354,926
|
+38%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.6M
|
+$4.85M
|
+183,216
|
+17%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$32.5M
|
-$8.43M
|
-318,601
|
-20%
|
|
