|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$365M
|
-$7.7M
|
-117,099
|
-2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$90.8M
|
+$9.97M
|
+151,606
|
+12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.6M
|
+$6.05M
|
+92,018
|
+10%
|
|
|
4
|
|
$50.7M
|
+$11.7M
|
+177,757
|
+29%
|
|
|
5
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$28.1M
|
+$1.96M
|
+29,786
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$25.6M
|
+$18.8M
|
+285,541
|
+246%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$23.1M
|
+$569K
|
+8,643
|
+2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.2M
|
-$11.8M
|
-178,833
|
-39%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$13.7M
|
+$224K
|
+3,412
|
+2%
|
|
|
10
|
Ratio Wealth Group
Denver,
Colorado
|
$13.6M
|
+$2.39M
|
+36,306
|
+21%
|
|
|
11
|
Lazard Asset Management
New York
|
$11.6M
|
-$62.4K
|
-948
|
-0.5%
|
|
|
12
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$10.8M
|
+$1.62M
|
+24,636
|
+17%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$10.8M
|
+$407K
|
+6,184
|
+4%
|
|
|
14
|
Barber Financial Group
Lenexa,
Kansas
|
$10.4M
|
+$670K
|
+10,182
|
+7%
|
|
|
15
|
FDx Advisors
Chicago,
Illinois
|
$7.95M
|
-$624K
|
-9,494
|
-7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$6.64M
|
-$1.65M
|
-25,119
|
-19%
|
|
|
17
|
Portfolio Solutions
Royal Oak,
Michigan
|
$6M
|
+$159K
|
+2,411
|
+3%
|
|
|
18
|
|
$5.97M
|
+$6.14M
|
+93,276
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.8M
|
-$318K
|
-4,842
|
-5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.49M
|
+$270K
|
+4,098
|
+5%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$5.33M
|
+$4.25M
|
+64,585
|
+342%
|
|
|
22
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$5.08M
|
+$106K
|
+1,605
|
+2%
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.69M
|
+$3.19M
|
+48,565
|
+195%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$4.65M
|
-$321K
|
-4,875
|
-6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.81M
|
-$357K
|
-5,432
|
-8%
|
|
