|
1
|
Bank of America
Charlotte,
North Carolina
|
$923M
|
+$68.8M
|
+2,665,708
|
+8%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$333M
|
+$56.2M
|
+2,175,030
|
+20%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$236M
|
-$4.79M
|
-185,574
|
-2%
|
|
|
4
|
NextCapital Advisers
Chicago,
Illinois
|
$184M
|
+$40.3M
|
+1,560,752
|
+28%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$140M
|
+$140M
|
+5,440,300
|
New
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$112M
|
+$101M
|
+3,898,584
|
+909%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.6M
|
-$39.8M
|
-1,541,598
|
-31%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$67.6M
|
+$19.5M
|
+755,772
|
+41%
|
|
|
9
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$56.6M
|
+$49.6M
|
+1,920,118
|
+702%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.1M
|
+$9.63M
|
+373,080
|
+29%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$42M
|
-$4.79M
|
-185,576
|
-10%
|
|
|
12
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$41.3M
|
+$155K
|
+5,990
|
+0.4%
|
|
|
13
|
55I LLC
Boston,
Massachusetts
|
$41M
|
-$559K
|
-21,640
|
-1%
|
|
|
14
|
Summit Trail Advisors
New York
|
$39.9M
|
+$23M
|
+890,288
|
+136%
|
|
|
15
|
Hamilton Capital
Columbus,
Ohio
|
$39.4M
|
-$196K
|
-7,572
|
-0.5%
|
|
|
16
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$37.6M
|
+$9.54M
|
+369,394
|
+34%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$36.4M
|
+$7.07M
|
+273,870
|
+24%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$32.1M
|
+$5.05M
|
+195,388
|
+19%
|
|
|
19
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$31.8M
|
-$395K
|
-15,286
|
-1%
|
|
|
20
|
Vivaldi Capital Management
Chicago,
Illinois
|
$31.1M
|
+$37.3K
|
+1,446
|
+0.1%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$31.1M
|
-$12.5M
|
-485,154
|
-29%
|
|
|
22
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$30.9M
|
+$1.34M
|
+51,968
|
+5%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$30.6M
|
+$9.05M
|
+350,624
|
+42%
|
|
|
24
|
Tradewinds Capital Management
Bellingham,
Washington
|
$29.9M
|
-$4.03M
|
-156,018
|
-12%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$29.5M
|
-$2.48M
|
-96,054
|
-8%
|
|
