|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$463M
|
-$36.1M
|
-487,752
|
-7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$289M
|
+$249M
|
+3,354,413
|
+567%
|
|
|
3
|
|
$161M
|
+$13.7M
|
+184,954
|
+9%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$70.8M
|
+$338K
|
+4,563
|
+0.5%
|
|
|
5
|
|
$67.9M
|
+$1.15M
|
+15,505
|
+2%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$66.8M
|
-$2.28M
|
-30,760
|
-3%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$48M
|
+$1.46M
|
+19,716
|
+3%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$40.9M
|
+$1.01M
|
+13,675
|
+3%
|
|
|
9
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$35.8M
|
+$1.2M
|
+16,183
|
+3%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.2M
|
-$5.34K
|
-72
|
-0%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$28.2M
|
+$12M
|
+161,676
|
+72%
|
|
|
12
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$25.1M
|
-$573K
|
-7,732
|
-2%
|
|
|
13
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$15.5M
|
+$2.06M
|
+27,856
|
+15%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$184K
|
+2,484
|
+1%
|
|
|
15
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$13M
|
+$872K
|
+11,765
|
+7%
|
|
|
16
|
Valley Wealth Managers
Paramus,
New Jersey
|
$12.7M
|
+$816K
|
+11,008
|
+7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$5.75M
|
+77,547
|
+87%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$1.21M
|
+16,285
|
+11%
|
|
|
19
|
Garde Capital
Seattle,
Washington
|
$10.6M
|
+$90K
|
+1,214
|
+0.8%
|
|
|
20
|
Vident Advisory
Alpharetta,
Georgia
|
$10.3M
|
-$293K
|
-3,959
|
-3%
|
|
|
21
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$10.2M
|
+$200K
|
+2,699
|
+2%
|
|
|
22
|
|
$9.93M
|
-$56.8K
|
-766
|
-0.6%
|
|
|
23
|
Blue Edge Capital
Richmond,
Virginia
|
$9.49M
|
+$388K
|
+5,234
|
+4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.2M
|
-$4.03M
|
-54,362
|
-30%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$8.47M
|
+$772K
|
+10,411
|
+10%
|
|
