|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.17B
|
+$123M
|
+4,777,278
|
+12%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$366M
|
-$118M
|
-4,580,054
|
-25%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$278M
|
–
|
–
|
–
|
|
|
4
|
|
$168M
|
+$11.3M
|
+439,684
|
+7%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$154M
|
+$2.08M
|
+80,876
|
+1%
|
|
|
6
|
NextCapital Advisers
Chicago,
Illinois
|
$148M
|
-$6.66M
|
-259,218
|
-4%
|
|
|
7
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$139M
|
+$11.6M
|
+449,850
|
+9%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$99.1M
|
+$12M
|
+468,468
|
+14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.1M
|
+$2.95M
|
+114,900
|
+4%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$57.7M
|
+$6.97M
|
+271,476
|
+14%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$49M
|
+$5.3M
|
+206,482
|
+12%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.6M
|
-$1.61M
|
-62,810
|
-3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.6M
|
-$364K
|
-14,192
|
-0.8%
|
|
|
14
|
Tradewinds Capital Management
Bellingham,
Washington
|
$43.5M
|
+$4.12M
|
+160,448
|
+10%
|
|
|
15
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$41.4M
|
+$42.9K
|
+1,672
|
+0.1%
|
|
|
16
|
Hamilton Capital
Columbus,
Ohio
|
$37.8M
|
+$22.7K
|
+884
|
+0.1%
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$35.6M
|
+$3.21M
|
+125,104
|
+10%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$34.4M
|
-$2.36M
|
-92,082
|
-6%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$34.2M
|
+$6.14M
|
+239,086
|
+22%
|
|
|
20
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$31.8M
|
+$75.4K
|
+2,936
|
+0.2%
|
|
|
21
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$31.3M
|
+$1.66M
|
+64,668
|
+6%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$30.6M
|
+$13.1M
|
+511,840
|
+180%
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$29.5M
|
+$18.2M
|
+707,942
|
+161%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$28.9M
|
+$22.3M
|
+867,018
|
+335%
|
|
|
25
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$28.3M
|
+$1.99M
|
+77,378
|
+8%
|
|
