|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.5B
|
+$71.1M
|
+1,048,305
|
+3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$1.24B
|
-$11.1M
|
-162,952
|
-0.9%
|
|
|
3
|
|
$1.19B
|
+$8.17M
|
+120,443
|
+0.7%
|
|
|
4
|
|
$695M
|
+$744K
|
+10,970
|
+0.1%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$655M
|
+$110M
|
+1,622,925
|
+21%
|
|
|
6
|
Bank of Finland
Helsinki,
Finland
|
$519M
|
–
|
–
|
–
|
|
|
7
|
|
$372M
|
+$26.9M
|
+396,523
|
+8%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$234M
|
+$30.2M
|
+445,601
|
+16%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$208M
|
+$198M
|
+2,917,209
|
+11,489%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$178M
|
+$170M
|
+2,510,210
|
New
|
|
|
11
|
Auto-Owners Insurance
Lansing,
Michigan
|
$171M
|
–
|
–
|
–
|
|
|
12
|
|
$167M
|
-$27.1M
|
-399,510
|
-15%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$161M
|
+$10.6M
|
+155,811
|
+7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
+$57.5M
|
+847,983
|
+66%
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$117M
|
+$4.73M
|
+69,686
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$111M
|
-$19.6M
|
-289,048
|
-16%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$111M
|
+$34.2M
|
+503,709
|
+47%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$110M
|
+$1.84M
|
+27,157
|
+2%
|
|
|
19
|
MCF Advisors
Covington,
Kentucky
|
$107M
|
+$3.79M
|
+55,884
|
+4%
|
|
|
20
|
Davidson Investment Advisors
Great Falls,
Montana
|
$107M
|
+$3.45M
|
+50,913
|
+3%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$99.4M
|
+$1.85M
|
+27,265
|
+2%
|
|
|
22
|
TFC Financial Management
Boston,
Massachusetts
|
$98.7M
|
+$708K
|
+10,438
|
+0.8%
|
|
|
23
|
Empowered Funds
Havertown,
Pennsylvania
|
$94.3M
|
+$1.54M
|
+22,723
|
+2%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$90.3M
|
+$2.47M
|
+36,400
|
+3%
|
|
|
25
|
Axxcess Wealth Management
Carlsbad,
California
|
$89.9M
|
+$483K
|
+7,124
|
+0.6%
|
|
