|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$490M
|
-$12.2M
|
-150,462
|
-2%
|
|
|
2
|
|
$233M
|
+$34.1M
|
+420,010
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$219M
|
-$111M
|
-1,369,036
|
-34%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$98.5M
|
+$24.9M
|
+305,886
|
+34%
|
|
|
5
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$89.7M
|
+$89M
|
+1,094,986
|
New
|
|
|
6
|
|
$84.1M
|
+$2.58M
|
+31,794
|
+3%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$77.1M
|
-$1.05M
|
-12,916
|
-1%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$53.6M
|
-$306K
|
-3,760
|
-0.6%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$50M
|
+$568K
|
+6,988
|
+1%
|
|
|
10
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$43.7M
|
+$2.11M
|
+25,994
|
+5%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$33.2M
|
+$99K
|
+1,218
|
+0.3%
|
|
|
12
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$27.4M
|
-$931K
|
-11,452
|
-3%
|
|
|
13
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$21.5M
|
+$2.54M
|
+31,251
|
+14%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
$20.9M
|
-$14.1M
|
-173,846
|
-41%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$18.5M
|
+$6.05M
|
+74,394
|
+49%
|
|
|
16
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$18.4M
|
-$915K
|
-11,255
|
-5%
|
|
|
17
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$17.1M
|
-$81.6K
|
-1,004
|
-0.5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
+$27.5K
|
+338
|
+0.2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
+$176K
|
+2,167
|
+1%
|
|
|
20
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$15.6M
|
+$661K
|
+8,130
|
+4%
|
|
|
21
|
Valley Wealth Managers
Paramus,
New Jersey
|
$14.9M
|
-$174K
|
-2,137
|
-1%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.4M
|
+$2.26M
|
+27,747
|
+20%
|
|
|
23
|
Vident Advisory
Alpharetta,
Georgia
|
$12.4M
|
+$492K
|
+6,053
|
+4%
|
|
|
24
|
Blue Edge Capital
Richmond,
Virginia
|
$12.2M
|
+$58.6K
|
+721
|
+0.5%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
+$543K
|
+6,674
|
+5%
|
|
