|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$481M
|
-$15.9M
|
-243,999
|
-3%
|
|
|
2
|
|
$125M
|
+$45M
|
+692,573
|
+61%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$68M
|
-$7.62M
|
-117,144
|
-11%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$66.3M
|
-$2.3M
|
-35,447
|
-4%
|
|
|
5
|
|
$60.6M
|
+$214K
|
+3,293
|
+0.4%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$44.9M
|
+$3.5M
|
+53,769
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.5M
|
-$2.37M
|
-36,419
|
-6%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$37.7M
|
+$719K
|
+11,052
|
+2%
|
|
|
9
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$32.8M
|
+$6.18M
|
+95,041
|
+25%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.5M
|
-$3.05M
|
-46,860
|
-10%
|
|
|
11
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$24.2M
|
+$2.45M
|
+37,759
|
+12%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$21.5M
|
+$19.1M
|
+294,450
|
+1,532%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
-$5.75M
|
-88,516
|
-28%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
$14.2M
|
+$2.44M
|
+37,543
|
+22%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
+$6.85M
|
+105,396
|
+116%
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$12.1M
|
+$97.8K
|
+1,505
|
+0.9%
|
|
|
17
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$11.3M
|
+$462K
|
+7,110
|
+5%
|
|
|
18
|
Valley Wealth Managers
Paramus,
New Jersey
|
$10.9M
|
-$398K
|
-6,117
|
-4%
|
|
|
19
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$10.7M
|
+$1.96M
|
+30,180
|
+24%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$9.82M
|
+$59.2K
|
+911
|
+0.6%
|
|
|
21
|
Vident Advisory
Alpharetta,
Georgia
|
$9.63M
|
+$237K
|
+3,650
|
+3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9.5M
|
+$1.17M
|
+18,065
|
+15%
|
|
|
23
|
|
$9.42M
|
-$203K
|
-3,121
|
-2%
|
|
|
24
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$9.31M
|
-$5.58M
|
-85,816
|
-39%
|
|
|
25
|
Blue Edge Capital
Richmond,
Virginia
|
$8.29M
|
+$975
|
+15
|
+0%
|
|
