|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$501M
|
-$12.6M
|
-177,735
|
-3%
|
|
|
2
|
|
$148M
|
+$13.8M
|
+193,606
|
+11%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$70.6M
|
-$1.96M
|
-27,524
|
-3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$69.3M
|
-$1.58M
|
-22,241
|
-2%
|
|
|
5
|
|
$66.9M
|
+$2.08M
|
+29,228
|
+3%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$46.7M
|
-$1.23M
|
-17,261
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
-$817K
|
-11,483
|
-2%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$40M
|
-$357K
|
-5,019
|
-0.9%
|
|
|
9
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$34.8M
|
-$250K
|
-3,515
|
-0.7%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.3M
|
-$47K
|
-661
|
-0.2%
|
|
|
11
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$25.7M
|
-$163K
|
-2,291
|
-0.7%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$16.4M
|
+$1.23M
|
+17,350
|
+8%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
-$2.71M
|
-38,137
|
-16%
|
|
|
14
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$13.5M
|
+$2.02M
|
+28,430
|
+18%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
-$1.13M
|
-15,948
|
-8%
|
|
|
16
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$12.1M
|
+$95.4K
|
+1,342
|
+0.8%
|
|
|
17
|
Valley Wealth Managers
Paramus,
New Jersey
|
$11.9M
|
+$289K
|
+4,059
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
+$425K
|
+5,975
|
+4%
|
|
|
19
|
Vident Advisory
Alpharetta,
Georgia
|
$10.6M
|
+$278K
|
+3,914
|
+3%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$10.5M
|
+$13.8K
|
+194
|
+0.1%
|
|
|
21
|
|
$10M
|
-$48.9K
|
-687
|
-0.5%
|
|
|
22
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$10M
|
+$59.9K
|
+842
|
+0.6%
|
|
|
23
|
Blue Edge Capital
Richmond,
Virginia
|
$9.13M
|
+$260K
|
+3,661
|
+3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$7.73M
|
+$800K
|
+11,250
|
+12%
|
|
|
25
|
|
$6.62M
|
–
|
–
|
–
|
|
