|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.05B
|
+$7.68M
|
+298,646
|
+0.7%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$481M
|
+$11.2M
|
+436,880
|
+2%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$278M
|
+$19.6M
|
+763,526
|
+8%
|
|
|
4
|
|
$156M
|
+$142M
|
+5,522,600
|
+974%
|
|
|
5
|
NextCapital Advisers
Chicago,
Illinois
|
$155M
|
-$63.7M
|
-2,479,112
|
-29%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$153M
|
+$7.07M
|
+274,800
|
+5%
|
|
|
7
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$128M
|
+$9.98M
|
+388,198
|
+8%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$87.2M
|
+$12M
|
+468,128
|
+16%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.3M
|
+$9.58M
|
+372,556
|
+14%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$50.8M
|
+$5.41M
|
+210,208
|
+12%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.3M
|
+$995K
|
+38,700
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$47M
|
+$2.83M
|
+109,920
|
+6%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$43.8M
|
-$4.17M
|
-162,088
|
-9%
|
|
|
14
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$41.4M
|
+$116K
|
+4,498
|
+0.3%
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$39.4M
|
+$4.25M
|
+165,444
|
+12%
|
|
|
16
|
Hamilton Capital
Columbus,
Ohio
|
$37.8M
|
-$270K
|
-10,482
|
-0.7%
|
|
|
17
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$36.8M
|
-$4.31M
|
-167,754
|
-10%
|
|
|
18
|
55I LLC
Boston,
Massachusetts
|
$32.4M
|
+$10.4M
|
+404,858
|
+47%
|
|
|
19
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$31.7M
|
+$335K
|
+13,042
|
+1%
|
|
|
20
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$30.3M
|
-$19.6M
|
-763,582
|
-39%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$29.7M
|
+$4.02M
|
+156,148
|
+16%
|
|
|
22
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$29.7M
|
+$976K
|
+37,956
|
+3%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$29.6M
|
-$10.9M
|
-422,822
|
-27%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.2M
|
+$14.6M
|
+569,646
|
+101%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$28.1M
|
-$4.4M
|
-171,112
|
-14%
|
|
