|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.04B
|
+$120M
|
+4,650,716
|
+13%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$462M
|
+$123M
|
+4,786,874
|
+36%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$259M
|
+$23.9M
|
+925,886
|
+10%
|
|
|
4
|
NextCapital Advisers
Chicago,
Illinois
|
$220M
|
+$35.7M
|
+1,384,354
|
+19%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$146M
|
+$5.79M
|
+224,750
|
+4%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$118M
|
+$6.42M
|
+249,170
|
+6%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$75.3M
|
+$7.92M
|
+307,392
|
+12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.9M
|
-$21.5M
|
-833,960
|
-24%
|
|
|
9
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$50.1M
|
-$6.44M
|
-249,790
|
-11%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.4M
|
+$20.8M
|
+806,994
|
+75%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$48M
|
+$16.1M
|
+623,708
|
+50%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$45.4M
|
+$9.16M
|
+355,196
|
+25%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.3M
|
+$1.27M
|
+49,166
|
+3%
|
|
|
14
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$41.4M
|
+$122K
|
+4,744
|
+0.3%
|
|
|
15
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$41.2M
|
+$3.69M
|
+143,190
|
+10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$40.6M
|
-$1.32M
|
-51,328
|
-3%
|
|
|
17
|
Hamilton Capital
Columbus,
Ohio
|
$38.1M
|
-$1.16M
|
-44,964
|
-3%
|
|
|
18
|
Tradewinds Capital Management
Bellingham,
Washington
|
$35.2M
|
+$5.38M
|
+208,768
|
+18%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$32.6M
|
+$3.12M
|
+121,230
|
+11%
|
|
|
20
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$31.5M
|
-$268K
|
-10,380
|
-0.8%
|
|
|
21
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$31.4M
|
+$595K
|
+23,102
|
+2%
|
|
|
22
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$28.7M
|
+$909K
|
+35,258
|
+3%
|
|
|
23
|
Vivaldi Capital Management
Chicago,
Illinois
|
$28.4M
|
-$2.59M
|
-100,426
|
-8%
|
|
|
24
|
Morningstar Investment Management
Chicago,
Illinois
|
$28.1M
|
+$280K
|
+10,880
|
+1%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$26.3M
|
+$2.24M
|
+86,842
|
+9%
|
|
