|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$469M
|
-$15.9M
|
-202,635
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$310M
|
+$7.85M
|
+100,281
|
+3%
|
|
|
3
|
|
$180M
|
+$17.4M
|
+222,406
|
+10%
|
|
|
4
|
|
$76.1M
|
+$5.27M
|
+67,402
|
+7%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$73M
|
-$996K
|
-12,731
|
-1%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$68.6M
|
-$1.26M
|
-16,126
|
-2%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$50.4M
|
+$200K
|
+2,560
|
+0.4%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$46.2M
|
+$3.56M
|
+45,468
|
+8%
|
|
|
9
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$37.7M
|
+$1.43M
|
+18,306
|
+4%
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$32.8M
|
+$3.4M
|
+43,407
|
+11%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.9M
|
+$338K
|
+4,316
|
+1%
|
|
|
12
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$26.5M
|
+$265K
|
+3,387
|
+1%
|
|
|
13
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$18.1M
|
+$18.5M
|
+236,437
|
New
|
|
|
14
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$17.6M
|
+$1.46M
|
+18,679
|
+9%
|
|
|
15
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$16.1M
|
+$5.55M
|
+70,902
|
+51%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
+$558K
|
+7,126
|
+4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
+$3.18M
|
+40,669
|
+25%
|
|
|
18
|
Valley Wealth Managers
Paramus,
New Jersey
|
$14.1M
|
+$837K
|
+10,691
|
+6%
|
|
|
19
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$14M
|
+$452K
|
+5,772
|
+3%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$11.6M
|
+$8.42M
|
+107,666
|
+244%
|
|
|
21
|
|
$11.6M
|
+$11.8M
|
+151,353
|
+148,385%
|
|
|
22
|
Blue Edge Capital
Richmond,
Virginia
|
$11.3M
|
+$1.41M
|
+18,026
|
+14%
|
|
|
23
|
Vident Advisory
Alpharetta,
Georgia
|
$11.1M
|
+$411K
|
+5,252
|
+4%
|
|
|
24
|
Garde Capital
Seattle,
Washington
|
$10.7M
|
-$318K
|
-4,064
|
-3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
+$1.1M
|
+14,100
|
+11%
|
|
